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 | $43,657 | $51,708-15.6% | $106,619-59.1% | $62,891-30.6% |
| Participation rate | 70.5% | 66.9%+3.6pp | 78.0%-7.5pp | 69.3%+1.1pp |
| Annual return | 4.49% | 4.69%-0.2pp | 9.42%-4.9pp | 20.14%-15.7pp |
| Employer contribution / active EE | $3,809 | $1,764+116.0% | $3,947-3.5% | $2,281+67.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,418 | $3,349+181.2% | $6,418+46.7% | $4,296+119.2% |