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 | $51,212 | $65,685-22.0% | $57,179-10.4% | $273,961-81.3% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 5.11% | 21.99%-16.9pp | 14.59%-9.5pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,760 | $3,279-15.8% | $2,682+2.9% | $4,869-43.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,852 | $4,835-20.3% | $3,139+22.7% | $10,132-62.0% |