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 5-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 | $78,862 | $89,355-11.7% | $141,162-44.1% | $72,985+8.1% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 19.99% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $6,485 | $3,114+108.2% | $4,735+37.0% | $2,440+165.8% |
| Participant deferral / active EE | $1,947 | $5,418-64.1% | $6,709-71.0% | $3,607-46.0% |
| Admin fee / account holder | $12,982 | $5,958+117.9% | $10,261+26.5% | $5,124+153.3% |