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 | $49,887 | $48,364+3.1% | $71,796-30.5% | $62,891-20.7% |
| Participation rate | 95.6% | 60.6%+34.9pp | 69.1%+26.4pp | 69.3%+26.2pp |
| Annual return | 6.87% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,260 | $1,042+116.9% | $1,924+17.4% | $2,281-0.9% |
| Participant deferral / active EE | $678 | $2,091-67.6% | $2,794-75.7% | $3,203-78.8% |
| Admin fee / account holder | $840 | $3,771-77.7% | $4,815-82.6% | $4,296-80.5% |