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 | $96,496 | $100,041-3.5% | $149,718-35.5% | $70,131+37.6% |
| Participation rate | 91.3% | 83.6%+7.7pp | 87.1%+4.2pp | 69.5%+21.8pp |
| Annual return | 13.83% | 27.43%-13.6pp | 1501.63%-1487.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,034 | $3,662-17.1% | $5,445-44.3% | $2,342+29.5% |
| Participant deferral / active EE | $458 | $4,983-90.8% | $6,569-93.0% | $3,332-86.2% |
| Admin fee / account holder | $5,125 | $8,286-38.1% | $11,283-54.6% | $4,645+10.3% |