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 | $134,724 | $98,240+37.1% | $82,313+63.7% | $147,584-8.7% |
| Participation rate | 95.5% | 79.7%+15.7pp | 76.9%+18.6pp | 82.8%+12.6pp |
| Annual return | 17.72% | 30.85%-13.1pp | 25.88%-8.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,727 | $3,192-14.6% | $2,428+12.3% | $4,876-44.1% |
| Participant deferral / active EE | $843 | $4,383-80.8% | $3,706-77.3% | $5,439-84.5% |
| Admin fee / account holder | $1,404 | $8,563-83.6% | $5,608-75.0% | $10,885-87.1% |