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 | $87,452 | $76,552+14.2% | $123,892-29.4% | $62,891+39.1% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | 7.97% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $11,347 | $2,883+293.7% | $4,617+145.8% | $2,281+397.5% |
| Participant deferral / active EE | $1,797 | $4,840-62.9% | $5,984-70.0% | $3,203-43.9% |
| Admin fee / account holder | $1,685 | $4,826-65.1% | $8,357-79.8% | $4,296-60.8% |