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 | $44,848 | $58,512-23.4% | $84,015-46.6% | $72,985-38.6% |
| Participation rate | 95.7% | 61.2%+34.5pp | 69.0%+26.7pp | 69.5%+26.2pp |
| Annual return | 17.25% | 28.93%-11.7pp | 71.31%-54.1pp | 81.00%-63.8pp |
| Employer contribution / active EE | $3,792 | $1,163+226.1% | $1,983+91.2% | $2,440+55.4% |
| Participant deferral / active EE | $705 | $2,394-70.6% | $3,239-78.2% | $3,607-80.5% |
| Admin fee / account holder | $507 | $4,569-88.9% | $6,101-91.7% | $5,124-90.1% |