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 | $182,721 | $79,944+128.6% | $98,439+85.6% | $75,163+143.1% |
| Participation rate | 91.8% | 70.4%+21.5pp | 75.2%+16.7pp | 67.2%+24.6pp |
| Annual return | 18.11% | 19.75%-1.6pp | 21.16%-3.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $10,537 | $2,264+365.5% | $3,048+245.7% | $2,670+294.7% |
| Participant deferral / active EE | $1,477 | $3,752-60.6% | $4,738-68.8% | $4,125-64.2% |
| Admin fee / account holder | $4,386 | $6,840-35.9% | $8,948-51.0% | $5,651-22.4% |