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 | $242,654 | $86,929+179.1% | $102,423+136.9% | $80,856+200.1% |
| Participation rate | 75.7% | 72.4%+3.3pp | 76.5%-0.8pp | 67.6%+8.0pp |
| Annual return | 18.31% | 18.88%-0.6pp | 29.32%-11.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,373 | $2,369+42.4% | $3,023+11.6% | $2,755+22.4% |
| Participant deferral / active EE | $169 | $4,118-95.9% | $5,053-96.6% | $4,296-96.1% |
| Admin fee / account holder | $5,827 | $8,049-27.6% | $9,451-38.3% | $6,918-15.8% |