See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,624 | $78,705-24.2% | $117,854-49.4% | $70,131-15.0% |
| Participation rate | 95.1% | 73.2%+21.9pp | 79.7%+15.4pp | 69.5%+25.5pp |
| Annual return | 15.92% | 23.30%-7.4pp | 335.08%-319.2pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,890 | $2,223+75.0% | $3,786+2.7% | $2,342+66.1% |
| Participant deferral / active EE | $947 | $3,297-71.3% | $4,482-78.9% | $3,332-71.6% |
| Admin fee / account holder | $1,656 | $5,065-67.3% | $8,020-79.4% | $4,645-64.4% |