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 | $132,318 | $77,634+70.4% | $156,549-15.5% | $62,891+110.4% |
| Participation rate | 85.3% | 71.2%+14.1pp | 84.0%+1.3pp | 69.3%+16.0pp |
| Annual return | 6.04% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $806 | $3,045-73.5% | $4,871-83.5% | $3,203-74.8% |
| Admin fee / account holder | $17,585 | $5,561+216.2% | $13,027+35.0% | $4,296+309.4% |