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 | $48,101 | $54,726-12.1% | $68,793-30.1% | $64,186-25.1% |
| Participation rate | 89.9% | 68.0%+21.8pp | 72.2%+17.6pp | 69.6%+20.3pp |
| Annual return | 11.23% | -1.62%+12.8pp | -4.63%+15.9pp | 7.63%+3.6pp |
| Employer contribution / active EE | $4,601 | $1,846+149.2% | $2,625+75.3% | $2,381+93.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,386 | $4,027-15.9% | $5,131-34.0% | $4,888-30.7% |