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 | $66,323 | $105,630-37.2% | $87,507-24.2% | $273,961-75.8% |
| Participation rate | 90.0% | 78.2%+11.8pp | 73.8%+16.2pp | 83.0%+7.0pp |
| Annual return | 5.09% | 12.25%-7.2pp | 12.21%-7.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,672 | $3,141+48.7% | $2,550+83.2% | $4,869-4.1% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $549 | $4,781-88.5% | $4,221-87.0% | $10,132-94.6% |