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 | $92,681 | $89,355+3.7% | $141,162-34.3% | $72,985+27.0% |
| Participation rate | 85.4% | 75.1%+10.3pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 27.87% | 111.85%-84.0pp | 71.39%-43.5pp | 81.00%-53.1pp |
| Employer contribution / active EE | $4,159 | $3,114+33.5% | $4,735-12.2% | $2,440+70.4% |
| Participant deferral / active EE | $2,151 | $5,418-60.3% | $6,709-67.9% | $3,607-40.4% |
| Admin fee / account holder | $5,643 | $5,958-5.3% | $10,261-45.0% | $5,124+10.1% |