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 | $91,781 | $101,724-9.8% | $164,813-44.3% | $80,856+13.5% |
| Participation rate | 88.6% | 71.8%+16.8pp | 78.6%+10.0pp | 67.6%+21.0pp |
| Annual return | 16.09% | 16.72%-0.6pp | 69.93%-53.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,568 | $2,953+20.8% | $4,341-17.8% | $2,755+29.5% |
| Participant deferral / active EE | $1,367 | $4,477-69.5% | $6,031-77.3% | $4,296-68.2% |
| Admin fee / account holder | $16,822 | $8,227+104.5% | $12,690+32.6% | $6,918+143.2% |