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 | $32,064 | $53,127-39.6% | $86,590-63.0% | $70,131-54.3% |
| Participation rate | 93.5% | 65.3%+28.2pp | 73.5%+19.9pp | 69.5%+23.9pp |
| Annual return | 13.59% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,531 | $2,068-26.0% | $2,839-46.1% | $2,342-34.6% |
| Participant deferral / active EE | $634 | $2,696-76.5% | $3,609-82.4% | $3,332-81.0% |
| Admin fee / account holder | $2,953 | $3,585-17.6% | $4,906-39.8% | $4,645-36.4% |