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 | $26,437 | $53,777-50.8% | $134,143-80.3% | $79,858-66.9% |
| Participation rate | 98.8% | 58.8%+40.0pp | 72.2%+26.6pp | 69.6%+29.2pp |
| Annual return | 15.94% | 19.01%-3.1pp | 36.33%-20.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,475 | $1,321+163.0% | $3,704-6.2% | $2,471+40.7% |
| Participant deferral / active EE | $240 | $2,420-90.1% | $3,499-93.1% | $3,740-93.6% |
| Admin fee / account holder | $1,157 | $3,984-71.0% | $6,684-82.7% | $5,306-78.2% |