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 | $66,797 | $86,929-23.2% | $102,423-34.8% | $80,856-17.4% |
| Participation rate | 95.3% | 72.4%+23.0pp | 76.5%+18.9pp | 67.6%+27.7pp |
| Annual return | 19.42% | 18.88%+0.5pp | 29.32%-9.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $2,838 | $2,369+19.8% | $3,023-6.1% | $2,755+3.0% |
| Participant deferral / active EE | $843 | $4,118-79.5% | $5,053-83.3% | $4,296-80.4% |
| Admin fee / account holder | $1,919 | $8,049-76.2% | $9,451-79.7% | $6,918-72.3% |