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 6-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 | $32,773 | $87,013-62.3% | $106,213-69.1% | $80,856-59.5% |
| Participation rate | 98.0% | 70.4%+27.5pp | 75.3%+22.7pp | 67.6%+30.3pp |
| Annual return | 11.68% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $11,906 | $2,395+397.1% | $3,171+275.4% | $2,755+332.2% |
| Participant deferral / active EE | $525 | $3,986-86.8% | $5,016-89.5% | $4,296-87.8% |
| Admin fee / account holder | $3,411 | $8,431-59.5% | $11,033-69.1% | $6,918-50.7% |