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 | $96,526 | $57,065+69.2% | $75,670+27.6% | $70,131+37.6% |
| Participation rate | 90.9% | 68.1%+22.8pp | 72.3%+18.6pp | 69.5%+21.4pp |
| Annual return | 14.08% | 23.57%-9.5pp | 27.34%-13.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,402 | $1,817+87.3% | $2,352+44.7% | $2,342+45.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $22,650 | $3,825+492.2% | $5,800+290.5% | $4,645+387.6% |