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 | $56,875 | $81,460-30.2% | $103,333-45.0% | $80,856-29.7% |
| Participation rate | 86.0% | 66.8%+19.2pp | 74.5%+11.5pp | 67.6%+18.4pp |
| Annual return | 18.19% | 25.55%-7.4pp | 24.88%-6.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $5,382 | $3,105+73.3% | $3,868+39.1% | $2,755+95.4% |
| Participant deferral / active EE | $1,503 | $3,869-61.1% | $5,057-70.3% | $4,296-65.0% |
| Admin fee / account holder | $1,074 | $6,566-83.7% | $8,355-87.1% | $6,918-84.5% |