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 | $140,611 | $52,279+169.0% | $89,391+57.3% | $79,858+76.1% |
| Participation rate | 98.7% | 57.5%+41.2pp | 68.0%+30.7pp | 69.6%+29.1pp |
| Annual return | 27.48% | 22.16%+5.3pp | 245.62%-218.1pp | 31.71%-4.2pp |
| Employer contribution / active EE | $10,142 | $1,572+545.3% | $2,586+292.3% | $2,471+310.5% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,308 | $3,356-1.4% | $4,881-32.2% | $5,306-37.7% |