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 | $51,325 | $73,933-30.6% | $96,683-46.9% | $75,163-31.7% |
| Participation rate | 97.1% | 66.4%+30.6pp | 74.3%+22.7pp | 67.2%+29.9pp |
| Annual return | 14.36% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.3pp |
| Employer contribution / active EE | $3,676 | $2,928+25.6% | $3,737-1.6% | $2,670+37.7% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,044 | $5,216-41.6% | $6,730-54.8% | $5,651-46.1% |