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 | $97,283 | $73,933+31.6% | $96,683+0.6% | $75,163+29.4% |
| Participation rate | 97.0% | 66.4%+30.5pp | 74.3%+22.6pp | 67.2%+29.8pp |
| Annual return | 15.42% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $12,013 | $2,928+310.3% | $3,737+221.5% | $2,670+350.0% |
| Participant deferral / active EE | $75 | $3,659-97.9% | $4,878-98.5% | $4,125-98.2% |
| Admin fee / account holder | $1,193 | $5,216-77.1% | $6,730-82.3% | $5,651-78.9% |