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 | $100,555 | $185,822-45.9% | $169,993-40.8% | $139,434-27.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 12.83% | 60.50%-47.7pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $6,319 | $7,590-16.7% | $6,785-6.9% | $4,751+33.0% |
| Participant deferral / active EE | $2,281 | $11,622-80.4% | $10,408-78.1% | $6,710-66.0% |
| Admin fee / account holder | $12,481 | $15,381-18.9% | $12,815-2.6% | $11,403+9.5% |