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 | $103,286 | $60,349+71.1% | $74,183+39.2% | $62,891+64.2% |
| Participation rate | 91.0% | 72.7%+18.3pp | 76.6%+14.4pp | 69.3%+21.7pp |
| Annual return | 7.30% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,775 | $1,680+124.7% | $2,370+59.3% | $2,281+65.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,420 | $4,261-43.2% | $5,586-56.7% | $4,296-43.7% |