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 | $41,615 | $52,580-20.9% | $71,671-41.9% | $70,131-40.7% |
| Participation rate | 85.2% | 60.9%+24.3pp | 68.7%+16.4pp | 69.5%+15.6pp |
| Annual return | 14.86% | 20.25%-5.4pp | 20.65%-5.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,243 | $1,616+100.7% | $2,460+31.8% | $2,342+38.4% |
| Participant deferral / active EE | $548 | $2,386-77.0% | $3,438-84.1% | $3,332-83.6% |
| Admin fee / account holder | $1,804 | $3,653-50.6% | $5,558-67.5% | $4,645-61.2% |