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 | $199,750 | $58,828+239.5% | $77,999+156.1% | $62,891+217.6% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 6.19% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $9,583 | $1,672+473.3% | $2,470+288.0% | $2,281+320.2% |
| Participant deferral / active EE | $888 | $2,686-66.9% | $3,497-74.6% | $3,203-72.3% |
| Admin fee / account holder | $36,103 | $4,393+721.8% | $5,480+558.8% | $4,296+740.5% |