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 | $151,432 | $89,355+69.5% | $141,162+7.3% | $72,985+107.5% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 24.35% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,763 | $3,114+20.8% | $4,735-20.5% | $2,440+54.2% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,702 | $5,958-4.3% | $10,261-44.4% | $5,124+11.3% |