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 | $192,976 | $74,927+157.6% | $101,794+89.6% | $84,808+127.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.80% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,875 | $1,522+23.2% | $2,289-18.1% | $2,631-28.7% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $15,267 | $6,514+134.4% | $8,777+73.9% | $7,344+107.9% |