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 6-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 | $101,282 | $71,883+40.9% | $86,677+16.9% | $68,494+47.9% |
| Participation rate | 95.4% | 72.2%+23.1pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | 5.07% | 3.52%+1.5pp | 35.91%-30.8pp | -7.84%+12.9pp |
| Employer contribution / active EE | $24,619 | $2,173+1033.1% | $2,836+768.0% | $2,596+848.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,030 | $6,112-17.7% | $7,493-32.9% | $5,403-6.9% |