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 | $157,878 | $67,606+133.5% | $82,313+91.8% | $70,131+125.1% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 24.31% | 21.57%+2.7pp | 25.88%-1.6pp | 73.14%-48.8pp |
| Employer contribution / active EE | $7,624 | $1,755+334.5% | $2,428+214.0% | $2,342+225.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,566 | $4,512-43.1% | $5,608-54.2% | $4,645-44.8% |