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 | $130,887 | $80,968+61.7% | $96,544+35.6% | $75,163+74.1% |
| Participation rate | 81.3% | 71.8%+9.5pp | 76.0%+5.3pp | 67.2%+14.1pp |
| Annual return | 18.34% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $9,300 | $2,282+307.6% | $2,965+213.7% | $2,670+248.3% |
| Participant deferral / active EE | $294 | $3,928-92.5% | $4,851-93.9% | $4,125-92.9% |
| Admin fee / account holder | $5,482 | $6,724-18.5% | $8,252-33.6% | $5,651-3.0% |