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 | $70,993 | $32,037+121.6% | $69,182+2.6% | $62,891+12.9% |
| Participation rate | 83.3% | 43.4%+39.9pp | 55.1%+28.2pp | 69.3%+14.0pp |
| Annual return | 12.64% | 15.16%-2.5pp | -21.93%+34.6pp | 20.14%-7.5pp |
| Employer contribution / active EE | $1,861 | $679+174.0% | $1,206+54.3% | $2,281-18.4% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,939 | $2,608+51.0% | $2,697+46.1% | $4,296-8.3% |