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 | $174,068 | $123,793+40.6% | $177,821-2.1% | $79,858+118.0% |
| Participation rate | 98.7% | 84.7%+14.0pp | 87.7%+10.9pp | 69.6%+29.0pp |
| Annual return | 17.82% | 22.82%-5.0pp | 48.32%-30.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $10,443 | $4,095+155.0% | $5,918+76.4% | $2,471+322.6% |
| Participant deferral / active EE | $1,377 | $5,956-76.9% | $7,714-82.2% | $3,740-63.2% |
| Admin fee / account holder | $8,174 | $7,243+12.9% | $12,427-34.2% | $5,306+54.0% |