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 | $48,680 | $92,222-47.2% | $76,768-36.6% | $135,375-64.0% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | 6.07% | 5.46%+0.6pp | 2.43%+3.6pp | 519.73%-513.7pp |
| Employer contribution / active EE | $849 | $3,216-73.6% | $2,485-65.8% | $4,779-82.2% |
| Participant deferral / active EE | $847 | $4,509-81.2% | $3,852-78.0% | $5,609-84.9% |
| Admin fee / account holder | $1,450 | $10,748-86.5% | $6,675-78.3% | $10,827-86.6% |