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 | $132,347 | $99,341+33.2% | $84,750+56.2% | $273,961-51.7% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 8.17% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $10,288 | $4,214+144.2% | $3,574+187.8% | $4,869+111.3% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,973 | $6,644+50.1% | $5,332+87.0% | $10,132-1.6% |