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 | $48,839 | $130,194-62.5% | $169,993-71.3% | $71,457-31.7% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.0%+10.3pp | 67.9%+29.4pp |
| Annual return | 23.20% | 20.37%+2.8pp | 53.37%-30.2pp | 28.85%-5.6pp |
| Employer contribution / active EE | $3,334 | $4,381-23.9% | $6,785-50.9% | $2,588+28.9% |
| Participant deferral / active EE | $3,126 | $6,923-54.8% | $10,408-70.0% | $4,289-27.1% |
| Admin fee / account holder | $3,258 | $966+237.4% | $12,815-74.6% | $1,587+105.3% |