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 | $54,507 | $48,076+13.4% | $78,689-30.7% | $62,891-13.3% |
| Participation rate | 97.1% | 65.2%+31.8pp | 73.6%+23.5pp | 69.3%+27.8pp |
| Annual return | 7.77% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,471 | $2,015-27.0% | $2,851-48.4% | $2,281-35.5% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,399 | $3,207+6.0% | $4,510-24.6% | $4,296-20.9% |