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 | $39,430 | $67,606-41.7% | $82,313-52.1% | $70,131-43.8% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 13.24% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,052 | $1,755+17.0% | $2,428-15.5% | $2,342-12.4% |
| Participant deferral / active EE | $911 | $2,987-69.5% | $3,706-75.4% | $3,332-72.7% |
| Admin fee / account holder | $3,820 | $4,512-15.3% | $5,608-31.9% | $4,645-17.8% |