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 | $78,292 | $85,790-8.7% | $67,313+16.3% | $135,375-42.2% |
| Participation rate | 95.8% | 76.5%+19.4pp | 69.1%+26.8pp | 82.6%+13.2pp |
| Annual return | 12.72% | -0.54%+13.3pp | -4.08%+16.8pp | 519.73%-507.0pp |
| Employer contribution / active EE | $14,583 | $3,487+318.2% | $2,566+468.4% | $4,779+205.2% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,135 | $6,392-19.7% | $4,507+13.9% | $10,827-52.6% |