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 | $92,601 | $76,367+21.3% | $93,606-1.1% | $72,985+26.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.87% | 25.82%-4.9pp | 32.76%-11.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,884 | $2,275+26.7% | $2,718+6.1% | $2,440+18.2% |
| Participant deferral / active EE | $1,270 | $3,538-64.1% | $4,069-68.8% | $3,607-64.8% |
| Admin fee / account holder | $2,137 | $6,838-68.7% | $7,888-72.9% | $5,124-58.3% |