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 | $92,216 | $100,754-8.5% | $86,677+6.4% | $134,475-31.4% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | 3.50% | 29.04%-25.5pp | 35.91%-32.4pp | 417.96%-414.5pp |
| Employer contribution / active EE | $1,880 | $3,489-46.1% | $2,836-33.7% | $4,740-60.3% |
| Participant deferral / active EE | $1,195 | $5,338-77.6% | $4,656-74.3% | $6,400-81.3% |
| Admin fee / account holder | $35,640 | $10,926+226.2% | $7,493+375.6% | $11,426+211.9% |