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 | $90,153 | $130,194-30.8% | $169,993-47.0% | $71,457+26.2% |
| Participation rate | 82.4% | 86.1%-3.8pp | 87.0%-4.6pp | 67.9%+14.4pp |
| Annual return | 21.71% | 20.37%+1.3pp | 53.37%-31.7pp | 28.85%-7.1pp |
| Employer contribution / active EE | $6,995 | $4,381+59.7% | $6,785+3.1% | $2,588+170.3% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $971 | $966+0.5% | $12,815-92.4% | $1,587-38.8% |