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 7-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 | $160,386 | $39,122+310.0% | $57,179+180.5% | $62,891+155.0% |
| Participation rate | 96.5% | 70.5%+26.0pp | 75.3%+21.1pp | 69.3%+27.2pp |
| Annual return | 6.89% | 9.23%-2.3pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,013 | $1,874+60.7% | $2,682+12.3% | $2,281+32.1% |
| Participant deferral / active EE | $121 | $2,374-94.9% | $3,096-96.1% | $3,203-96.2% |
| Admin fee / account holder | $12,947 | $2,592+399.5% | $3,139+312.5% | $4,296+201.4% |