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 | $107,022 | $52,580+103.5% | $71,671+49.3% | $70,131+52.6% |
| Participation rate | 75.8% | 60.9%+14.9pp | 68.7%+7.1pp | 69.5%+6.3pp |
| Annual return | 12.58% | 20.25%-7.7pp | 20.65%-8.1pp | 73.14%-60.6pp |
| Employer contribution / active EE | $4,676 | $1,616+189.4% | $2,460+90.1% | $2,342+99.6% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,580 | $3,653+52.8% | $5,558+0.4% | $4,645+20.1% |