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 | $100,508 | $58,828+70.9% | $77,999+28.9% | $62,891+59.8% |
| Participation rate | 93.1% | 71.1%+22.0pp | 75.5%+17.6pp | 69.3%+23.8pp |
| Annual return | 6.66% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $385 | $1,672-77.0% | $2,470-84.4% | $2,281-83.1% |
| Participant deferral / active EE | $987 | $2,686-63.2% | $3,497-71.8% | $3,203-69.2% |
| Admin fee / account holder | $2,366 | $4,393-46.2% | $5,480-56.8% | $4,296-44.9% |