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 | $76,605 | $53,596+42.9% | $90,645-15.5% | $64,186+19.3% |
| Participation rate | 87.1% | 64.5%+22.6pp | 74.0%+13.1pp | 69.6%+17.5pp |
| Annual return | 15.15% | 4.41%+10.7pp | 1.88%+13.3pp | 7.63%+7.5pp |
| Employer contribution / active EE | $1,613 | $1,503+7.3% | $2,532-36.3% | $2,381-32.3% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $867 | $3,868-77.6% | $4,994-82.6% | $4,888-82.3% |