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 | $58,555 | $106,515-45.0% | $96,683-39.4% | $139,434-58.0% |
| Participation rate | 91.3% | 77.8%+13.5pp | 74.3%+17.0pp | 80.3%+11.0pp |
| Annual return | 13.10% | 38.43%-25.3pp | 35.69%-22.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,743 | $4,103-57.5% | $3,737-53.4% | $4,751-63.3% |
| Participant deferral / active EE | $810 | $5,454-85.2% | $4,878-83.4% | $6,710-87.9% |
| Admin fee / account holder | $9,486 | $7,877+20.4% | $6,730+41.0% | $11,403-16.8% |