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 | $158,516 | $82,032+93.2% | $123,104+28.8% | $59,632+165.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 86.8%-3.4pp | 68.7%+14.7pp |
| Annual return | 5.82% | 5.12%+0.7pp | 13.22%-7.4pp | 2041.28%-2035.5pp |
| Employer contribution / active EE | $9,216 | $3,297+179.5% | $5,151+78.9% | $2,203+318.4% |
| Participant deferral / active EE | $1,198 | $4,667-74.3% | $6,230-80.8% | $3,192-62.5% |
| Admin fee / account holder | $4,288 | $5,881-27.1% | $9,015-52.4% | $4,297-0.2% |