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 | $97,749 | $65,365+49.5% | $92,893+5.2% | $72,985+33.9% |
| Participation rate | 95.7% | 68.3%+27.4pp | 76.0%+19.7pp | 69.5%+26.3pp |
| Annual return | 22.23% | 42.10%-19.9pp | 109.41%-87.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $14,899 | $2,594+474.3% | $3,653+307.9% | $2,440+510.7% |
| Participant deferral / active EE | $1,182 | $3,128-62.2% | $4,236-72.1% | $3,607-67.2% |
| Admin fee / account holder | $15,178 | $4,251+257.0% | $5,794+162.0% | $5,124+196.2% |