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 | $73,061 | $138,562-47.3% | $246,525-70.4% | $116,875-37.5% |
| Participation rate | 95.6% | 72.8%+22.7pp | 82.0%+13.6pp | 74.5%+21.0pp |
| Annual return | 12.96% | 16.14%-3.2pp | 0.46%+12.5pp | 16.29%-3.3pp |
| Employer contribution / active EE | $9,217 | $4,835+90.6% | $7,467+23.4% | $3,288+180.3% |
| Participant deferral / active EE | $0 | $4,207-100.0% | $5,422-100.0% | $3,885-100.0% |
| Admin fee / account holder | $13,013 | $18,110-28.1% | $16,551-21.4% | $12,263+6.1% |