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 7-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 | $52,214 | $60,349-13.5% | $74,183-29.6% | $62,891-17.0% |
| Participation rate | 98.7% | 72.7%+26.0pp | 76.6%+22.1pp | 69.3%+29.4pp |
| Annual return | 8.58% | 21.37%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,215 | $1,680-27.7% | $2,370-48.7% | $2,281-46.7% |
| Participant deferral / active EE | $1,203 | $2,856-57.9% | $3,550-66.1% | $3,203-62.4% |
| Admin fee / account holder | $2,027 | $4,261-52.4% | $5,586-63.7% | $4,296-52.8% |