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 | $222,662 | $100,754+121.0% | $86,677+156.9% | $134,475+65.6% |
| Participation rate | 95.8% | 78.9%+16.9pp | 76.6%+19.3pp | 81.2%+14.6pp |
| Annual return | -16.34% | 29.04%-45.4pp | 35.91%-52.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $11,976 | $3,489+243.2% | $2,836+322.2% | $4,740+152.7% |
| Participant deferral / active EE | $1,215 | $5,338-77.2% | $4,656-73.9% | $6,400-81.0% |
| Admin fee / account holder | $6,305 | $10,926-42.3% | $7,493-15.9% | $11,426-44.8% |