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 | $81,925 | $82,523-0.7% | $115,752-29.2% | $70,131+16.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 16.23% | 28.22%-12.0pp | 19.41%-3.2pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,704 | $2,758+34.3% | $3,492+6.1% | $2,342+58.1% |
| Participant deferral / active EE | $1,137 | $4,062-72.0% | $5,204-78.1% | $3,332-65.9% |
| Admin fee / account holder | $1,512 | $4,552-66.8% | $6,278-75.9% | $4,645-67.4% |