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 | $225,722 | $148,978+51.5% | $200,582+12.5% | $84,808+166.2% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 18.96% | 28.16%-9.2pp | 42.33%-23.4pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,380 | $4,815-50.6% | $6,419-62.9% | $2,631-9.5% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,630 | $13,977-66.9% | $16,305-71.6% | $7,344-37.0% |