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 | $165,414 | $80,968+104.3% | $96,544+71.3% | $75,163+120.1% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 14.74% | 27.06%-12.3pp | 25.84%-11.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $5,401 | $2,282+136.7% | $2,965+82.2% | $2,670+102.3% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $12,244 | $6,724+82.1% | $8,252+48.4% | $5,651+116.7% |