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 | $97,287 | $162,781-40.2% | $133,956-27.4% | $158,922-38.8% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 7.95% | 41.94%-34.0pp | 45.09%-37.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,195 | $4,975-76.0% | $3,919-69.5% | $4,761-74.9% |
| Participant deferral / active EE | $1,416 | $5,911-76.0% | $5,048-71.9% | $5,982-76.3% |
| Admin fee / account holder | $19,798 | $11,736+68.7% | $8,927+121.8% | $11,246+76.0% |