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 | $76,820 | $54,541+40.8% | $78,778-2.5% | $70,131+9.5% |
| Participation rate | 90.0% | 60.8%+29.2pp | 69.2%+20.8pp | 69.5%+20.5pp |
| Annual return | 15.19% | 21.07%-5.9pp | 35.62%-20.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,000 | $1,089+83.7% | $1,986+0.7% | $2,342-14.6% |
| Participant deferral / active EE | $912 | $2,210-58.7% | $2,958-69.2% | $3,332-72.6% |
| Admin fee / account holder | $9,610 | $3,709+159.1% | $5,134+87.2% | $4,645+106.9% |