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 8-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 | $184,296 | $118,680+55.3% | $98,907+86.3% | $158,922+16.0% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 8.12% | 372.35%-364.2pp | 196.43%-188.3pp | 302.83%-294.7pp |
| Employer contribution / active EE | $637 | $3,333-80.9% | $2,689-76.3% | $4,761-86.6% |
| Participant deferral / active EE | $1,217 | $5,088-76.1% | $4,244-71.3% | $5,982-79.7% |
| Admin fee / account holder | $5,407 | $10,131-46.6% | $6,642-18.6% | $11,246-51.9% |