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 | $80,150 | $99,341-19.3% | $84,750-5.4% | $273,961-70.7% |
| Participation rate | 91.3% | 80.7%+10.6pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 19.44% | 22.93%-3.5pp | 22.78%-3.3pp | 41.45%-22.0pp |
| Employer contribution / active EE | $22,595 | $4,214+436.2% | $3,574+532.2% | $4,869+364.1% |
| Participant deferral / active EE | $771 | $4,269-81.9% | $3,712-79.2% | $5,287-85.4% |
| Admin fee / account holder | $9,651 | $6,644+45.3% | $5,332+81.0% | $10,132-4.7% |