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 7-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 | $86,655 | $91,552-5.3% | $133,956-35.3% | $79,858+8.5% |
| Participation rate | 90.7% | 73.3%+17.4pp | 79.8%+10.9pp | 69.6%+21.1pp |
| Annual return | 58.03% | 61.85%-3.8pp | 45.09%+12.9pp | 31.71%+26.3pp |
| Employer contribution / active EE | $2,326 | $2,384-2.4% | $3,919-40.7% | $2,471-5.9% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $525 | $6,321-91.7% | $8,927-94.1% | $5,306-90.1% |