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 | $216,800 | $86,286+151.3% | $111,297+94.8% | $85,850+152.5% |
| Participation rate | 92.0% | 73.3%+18.7pp | 77.3%+14.7pp | 69.3%+22.7pp |
| Annual return | 43.33% | 19.99%+23.3pp | 54.65%-11.3pp | 318.53%-275.2pp |
| Employer contribution / active EE | $8,784 | $2,043+329.9% | $2,731+221.6% | $2,565+242.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,921 | $8,188-52.1% | $7,964-50.8% | $6,260-37.4% |