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 | $237,794 | $60,892+290.5% | $82,389+188.6% | $84,808+180.4% |
| Participation rate | 83.7% | 63.3%+20.5pp | 69.5%+14.2pp | 68.3%+15.4pp |
| Annual return | 14.01% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,768 | $1,779+168.0% | $2,517+89.4% | $2,631+81.2% |
| Participant deferral / active EE | $55 | $3,179-98.3% | $4,155-98.7% | $4,212-98.7% |
| Admin fee / account holder | $19,909 | $5,467+264.1% | $7,231+175.3% | $7,344+171.1% |