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 | $65,064 | $72,492-10.2% | $87,100-25.3% | $72,985-10.9% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.0pp | 69.5%+25.4pp |
| Annual return | 22.52% | 24.46%-1.9pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,083 | $1,894-42.8% | $2,521-57.0% | $2,440-55.6% |
| Participant deferral / active EE | $1,320 | $3,270-59.6% | $4,049-67.4% | $3,607-63.4% |
| Admin fee / account holder | $1,262 | $5,055-75.0% | $7,497-83.2% | $5,124-75.4% |