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 | $234,963 | $73,787+218.4% | $98,716+138.0% | $82,448+185.0% |
| Participation rate | 92.0% | 61.4%+30.6pp | 69.3%+22.7pp | 68.1%+23.9pp |
| Annual return | 12.93% | 18.57%-5.6pp | 31.81%-18.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $8,983 | $1,511+494.4% | $2,279+294.2% | $2,551+252.1% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $27,907 | $6,500+329.3% | $8,703+220.7% | $7,234+285.8% |