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 | $68,543 | $46,553+47.2% | $64,056+7.0% | $75,163-8.8% |
| Participation rate | 97.1% | 65.9%+31.2pp | 72.3%+24.8pp | 67.2%+30.0pp |
| Annual return | 12.44% | 26.03%-13.6pp | 33.69%-21.2pp | 160.62%-148.2pp |
| Employer contribution / active EE | $3,970 | $1,974+101.1% | $2,747+44.5% | $2,670+48.7% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,220 | $2,952-58.7% | $3,068-60.2% | $5,651-78.4% |