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 | $91,790 | $94,625-3.0% | $116,228-21.0% | $84,808+8.2% |
| Participation rate | 95.2% | 70.4%+24.8pp | 74.6%+20.7pp | 68.3%+26.9pp |
| Annual return | 18.14% | 20.40%-2.3pp | 90.06%-71.9pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,300 | $2,347+83.3% | $2,994+43.6% | $2,631+63.4% |
| Participant deferral / active EE | $1,707 | $3,972-57.0% | $4,953-65.5% | $4,212-59.5% |
| Admin fee / account holder | $5,141 | $10,091-49.1% | $11,989-57.1% | $7,344-30.0% |