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 | $100,171 | $87,841+14.0% | $133,980-25.2% | $62,891+59.3% |
| Participation rate | 97.2% | 83.4%+13.8pp | 87.1%+10.2pp | 69.3%+27.9pp |
| Annual return | 6.66% | 12.05%-5.4pp | 29.30%-22.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $8,381 | $3,483+140.6% | $5,211+60.8% | $2,281+267.5% |
| Participant deferral / active EE | $819 | $4,812-83.0% | $6,282-87.0% | $3,203-74.4% |
| Admin fee / account holder | $1,989 | $5,371-63.0% | $9,324-78.7% | $4,296-53.7% |