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 | $197,686 | $148,978+32.7% | $200,582-1.4% | $84,808+133.1% |
| Participation rate | 73.1% | 84.2%-11.2pp | 86.9%-13.8pp | 68.3%+4.8pp |
| Annual return | 27.38% | 28.16%-0.8pp | 42.33%-15.0pp | 40.90%-13.5pp |
| Employer contribution / active EE | $4,398 | $4,815-8.7% | $6,419-31.5% | $2,631+67.2% |
| Participant deferral / active EE | $3,052 | $7,142-57.3% | $9,331-67.3% | $4,212-27.5% |
| Admin fee / account holder | $67,978 | $13,977+386.3% | $16,305+316.9% | $7,344+825.6% |