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 9-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 | $179,026 | $87,870+103.7% | $113,168+58.2% | $74,304+140.9% |
| Participation rate | 97.2% | 70.7%+26.4pp | 76.6%+20.6pp | 60.3%+36.8pp |
| Annual return | 13.42% | 26.44%-13.0pp | 24.27%-10.8pp | 29.43%-16.0pp |
| Employer contribution / active EE | $16,387 | $2,277+619.7% | $2,975+450.8% | $2,241+631.2% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $8,641 | $3,368+156.6% | $12,068-28.4% | $2,969+191.1% |