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 | $61,275 | $82,032-25.3% | $123,104-50.2% | $59,632+2.8% |
| Participation rate | 93.1% | 83.2%+9.9pp | 86.8%+6.3pp | 68.7%+24.4pp |
| Annual return | -1.58% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $3,678 | $3,297+11.6% | $5,151-28.6% | $2,203+67.0% |
| Participant deferral / active EE | $1,959 | $4,667-58.0% | $6,230-68.5% | $3,192-38.6% |
| Admin fee / account holder | $13,514 | $5,881+129.8% | $9,015+49.9% | $4,297+214.5% |