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 | $133,079 | $87,013+52.9% | $106,213+25.3% | $80,856+64.6% |
| Participation rate | 73.0% | 70.4%+2.5pp | 75.3%-2.3pp | 67.6%+5.3pp |
| Annual return | 10.70% | 17.05%-6.4pp | 116.14%-105.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,501 | $3,986-62.3% | $5,016-70.1% | $4,296-65.1% |
| Admin fee / account holder | $12,011 | $8,431+42.5% | $11,033+8.9% | $6,918+73.6% |