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 | $98,407 | $109,359-10.0% | $162,163-39.3% | $72,985+34.8% |
| Participation rate | 92.5% | 84.3%+8.2pp | 87.6%+4.9pp | 69.5%+23.0pp |
| Annual return | 20.94% | 25.46%-4.5pp | 115.59%-94.6pp | 81.00%-60.1pp |
| Employer contribution / active EE | $11,065 | $3,907+183.2% | $5,614+97.1% | $2,440+353.5% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,388 | $7,972-57.5% | $10,843-68.7% | $5,124-33.9% |