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 | $94,031-2.4% | $115,768-20.7% | $82,448+11.3% |
| Participation rate | 95.2% | 70.4%+24.8pp | 74.4%+20.8pp | 68.1%+27.2pp |
| Annual return | 18.14% | 20.61%-2.5pp | 100.46%-82.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,300 | $2,323+85.1% | $2,940+46.3% | $2,551+68.6% |
| Participant deferral / active EE | $1,707 | $3,972-57.0% | $4,917-65.3% | $4,139-58.8% |
| Admin fee / account holder | $5,141 | $10,249-49.8% | $12,439-58.7% | $7,234-28.9% |