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 | $49,455 | $60,349-18.1% | $74,183-33.3% | $62,891-21.4% |
| Participation rate | 85.5% | 72.7%+12.8pp | 76.6%+8.9pp | 69.3%+16.2pp |
| Annual return | 6.58% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,839 | $1,680+188.0% | $2,370+104.2% | $2,281+112.1% |
| Participant deferral / active EE | $230 | $2,856-92.0% | $3,550-93.5% | $3,203-92.8% |
| Admin fee / account holder | $7,329 | $4,261+72.0% | $5,586+31.2% | $4,296+70.6% |