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 | $55,119 | $81,460-32.3% | $103,333-46.7% | $80,856-31.8% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 12.36% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,693 | $3,105+51.1% | $3,868+21.3% | $2,755+70.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,760 | $6,566-73.2% | $8,355-78.9% | $6,918-74.6% |