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 | $46,532 | $74,927-37.9% | $101,794-54.3% | $84,808-45.1% |
| Participation rate | 98.7% | 61.4%+37.3pp | 69.2%+29.5pp | 68.3%+30.4pp |
| Annual return | 13.54% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,588 | $1,522+135.8% | $2,289+56.8% | $2,631+36.4% |
| Participant deferral / active EE | $999 | $3,099-67.8% | $4,084-75.5% | $4,212-76.3% |
| Admin fee / account holder | $2,368 | $6,514-63.6% | $8,777-73.0% | $7,344-67.7% |