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 | $124,678 | $109,413+14.0% | $156,263-20.2% | $84,808+47.0% |
| Participation rate | 94.7% | 72.7%+22.0pp | 78.9%+15.8pp | 68.3%+26.4pp |
| Annual return | 24.65% | 20.18%+4.5pp | 59.47%-34.8pp | 40.90%-16.2pp |
| Employer contribution / active EE | $7,237 | $2,907+149.0% | $4,333+67.0% | $2,631+175.1% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,720 | $9,357-6.8% | $14,255-38.8% | $7,344+18.7% |