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 | $108,287 | $54,590+98.4% | $81,930+32.2% | $73,488+47.4% |
| Participation rate | 86.5% | 68.3%+18.2pp | 72.0%+14.5pp | 70.7%+15.9pp |
| Annual return | 24.64% | 17.74%+6.9pp | 29.49%-4.8pp | 28.51%-3.9pp |
| Employer contribution / active EE | $4,222 | $1,636+158.1% | $4,310-2.0% | $2,270+86.0% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $30,770 | $592+5097.5% | $5,158+496.6% | $513+5897.3% |