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 | $111,921 | $69,977+59.9% | $108,579+3.1% | $62,891+78.0% |
| Participation rate | 94.4% | 72.9%+21.5pp | 79.6%+14.9pp | 69.3%+25.1pp |
| Annual return | 9.99% | 10.73%-0.7pp | -51.70%+61.7pp | 20.14%-10.2pp |
| Employer contribution / active EE | $8,070 | $2,135+278.0% | $3,758+114.7% | $2,281+253.8% |
| Participant deferral / active EE | $1,180 | $3,165-62.7% | $4,311-72.6% | $3,203-63.2% |
| Admin fee / account holder | $8,339 | $5,076+64.3% | $7,645+9.1% | $4,296+94.1% |