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 | $106,340 | $99,341+7.0% | $84,750+25.5% | $273,961-61.2% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 6.38% | 22.93%-16.5pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $7,725 | $4,214+83.3% | $3,574+116.1% | $4,869+58.7% |
| Participant deferral / active EE | $667 | $4,269-84.4% | $3,712-82.0% | $5,287-87.4% |
| Admin fee / account holder | $3,591 | $6,644-46.0% | $5,332-32.7% | $10,132-64.6% |