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 | $47,132 | $91,552-48.5% | $133,956-64.8% | $79,858-41.0% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 15.15% | 61.85%-46.7pp | 45.09%-29.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,586 | $2,384+8.5% | $3,919-34.0% | $2,471+4.7% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,824 | $6,321+8.0% | $8,927-23.6% | $5,306+28.6% |