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 | $67,023 | $127,065-47.3% | $113,168-40.8% | $142,382-52.9% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 12.96% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,222 | $3,442-35.4% | $2,975-25.3% | $4,299-48.3% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $543 | $15,736-96.5% | $12,068-95.5% | $12,624-95.7% |