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 | $71,554 | $65,041+10.0% | $90,951-21.3% | $79,858-10.4% |
| Participation rate | 87.0% | 61.6%+25.4pp | 69.0%+18.0pp | 69.6%+17.4pp |
| Annual return | 11.33% | 30.45%-19.1pp | 134.60%-123.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,391 | $1,247+11.5% | $2,122-34.5% | $2,471-43.7% |
| Participant deferral / active EE | $949 | $2,512-62.2% | $3,373-71.9% | $3,740-74.6% |
| Admin fee / account holder | $8,371 | $4,536+84.5% | $5,959+40.5% | $5,306+57.8% |