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 | $127,116 | $67,411+88.6% | $91,001+39.7% | $70,131+81.3% |
| Participation rate | 97.7% | 71.4%+26.3pp | 75.6%+22.1pp | 69.5%+28.1pp |
| Annual return | 14.47% | -40.16%+54.6pp | 4.60%+9.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $5,995 | $1,786+235.7% | $2,456+144.1% | $2,342+155.9% |
| Participant deferral / active EE | $1,171 | $2,823-58.5% | $3,547-67.0% | $3,332-64.8% |
| Admin fee / account holder | $3,775 | $4,236-10.9% | $5,417-30.3% | $4,645-18.7% |