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 | $44,056 | $72,277-39.0% | $101,248-56.5% | $79,858-44.8% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 24.12% | 22.30%+1.8pp | 46.47%-22.3pp | 31.71%-7.6pp |
| Employer contribution / active EE | $938 | $2,692-65.1% | $3,660-74.4% | $2,471-62.0% |
| Participant deferral / active EE | $93 | $3,282-97.2% | $4,370-97.9% | $3,740-97.5% |
| Admin fee / account holder | $745 | $4,400-83.1% | $5,945-87.5% | $5,306-86.0% |