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 | $110,973 | $92,222+20.3% | $76,768+44.6% | $135,375-18.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 12.39% | 5.46%+6.9pp | 2.43%+10.0pp | 519.73%-507.3pp |
| Employer contribution / active EE | $2,379 | $3,216-26.0% | $2,485-4.3% | $4,779-50.2% |
| Participant deferral / active EE | $800 | $4,509-82.3% | $3,852-79.2% | $5,609-85.7% |
| Admin fee / account holder | $1,698 | $10,748-84.2% | $6,675-74.6% | $10,827-84.3% |