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 | $170,867 | $73,933+131.1% | $96,683+76.7% | $75,163+127.3% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 16.48% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $13,131 | $2,928+348.5% | $3,737+251.4% | $2,670+391.8% |
| Participant deferral / active EE | $1,236 | $3,659-66.2% | $4,878-74.7% | $4,125-70.0% |
| Admin fee / account holder | $9,541 | $5,216+82.9% | $6,730+41.8% | $5,651+68.8% |