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 | $53,712 | $67,411-20.3% | $91,001-41.0% | $70,131-23.4% |
| Participation rate | 96.6% | 71.4%+25.2pp | 75.6%+21.0pp | 69.5%+27.0pp |
| Annual return | 19.30% | -40.16%+59.5pp | 4.60%+14.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,693 | $1,786-5.2% | $2,456-31.1% | $2,342-27.7% |
| Participant deferral / active EE | $1,171 | $2,823-58.5% | $3,547-67.0% | $3,332-64.9% |
| Admin fee / account holder | $1,216 | $4,236-71.3% | $5,417-77.5% | $4,645-73.8% |