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 | $39,355 | $52,279-24.7% | $89,391-56.0% | $79,858-50.7% |
| Participation rate | 98.6% | 57.5%+41.0pp | 68.0%+30.6pp | 69.6%+28.9pp |
| Annual return | 12.00% | 22.16%-10.2pp | 245.62%-233.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,014 | $1,572+28.2% | $2,586-22.1% | $2,471-18.5% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,873 | $3,356-14.4% | $4,881-41.1% | $5,306-45.8% |