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 | $119,537 | $57,354+108.4% | $83,848+42.6% | $64,186+86.2% |
| Participation rate | 94.6% | 68.6%+26.0pp | 76.1%+18.4pp | 69.6%+25.0pp |
| Annual return | 10.70% | 11.38%-0.7pp | 850.88%-840.2pp | 7.63%+3.1pp |
| Employer contribution / active EE | $7,981 | $2,545+213.6% | $3,631+119.8% | $2,381+235.2% |
| Participant deferral / active EE | $691 | $2,993-76.9% | $4,082-83.1% | $3,470-80.1% |
| Admin fee / account holder | $7,280 | $4,046+79.9% | $5,478+32.9% | $4,888+48.9% |