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 | $113,415 | $50,958+122.6% | $74,550+52.1% | $64,186+76.7% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.1%+23.2pp | 69.6%+22.7pp |
| Annual return | 11.46% | -1.86%+13.3pp | 32.53%-21.1pp | 7.63%+3.8pp |
| Employer contribution / active EE | $2,276 | $1,115+104.1% | $1,961+16.1% | $2,381-4.4% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,011 | $4,223-5.0% | $5,060-20.7% | $4,888-18.0% |