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 | $79,565 | $123,793-35.7% | $177,821-55.3% | $79,858-0.4% |
| Participation rate | 92.1% | 84.7%+7.5pp | 87.7%+4.4pp | 69.6%+22.5pp |
| Annual return | 19.43% | 22.82%-3.4pp | 48.32%-28.9pp | 31.71%-12.3pp |
| Employer contribution / active EE | $6,992 | $4,095+70.7% | $5,918+18.1% | $2,471+183.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $666 | $7,243-90.8% | $12,427-94.6% | $5,306-87.5% |