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 | $141,180 | $73,933+91.0% | $96,683+46.0% | $75,163+87.8% |
| Participation rate | 90.2% | 66.4%+23.7pp | 74.3%+15.8pp | 67.2%+23.0pp |
| Annual return | 17.69% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $24,499 | $2,928+736.8% | $3,737+555.6% | $2,670+817.7% |
| Participant deferral / active EE | $1,256 | $3,659-65.7% | $4,878-74.3% | $4,125-69.6% |
| Admin fee / account holder | $4,010 | $5,216-23.1% | $6,730-40.4% | $5,651-29.0% |