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 | $98,575 | $58,577+68.3% | $83,333+18.3% | $64,186+53.6% |
| Participation rate | 97.1% | 72.0%+25.1pp | 77.8%+19.4pp | 69.6%+27.6pp |
| Annual return | 13.53% | 9.65%+3.9pp | 10.63%+2.9pp | 7.63%+5.9pp |
| Employer contribution / active EE | $7,777 | $2,098+270.6% | $3,379+130.2% | $2,381+226.7% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,545 | $9,275-72.6% | $7,510-66.1% | $4,888-47.9% |