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 | $167,117 | $56,897+193.7% | $84,750+97.2% | $62,891+165.7% |
| Participation rate | 96.9% | 68.5%+28.3pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 4.31% | 6.30%-2.0pp | 22.78%-18.5pp | 20.14%-15.8pp |
| Employer contribution / active EE | $4,688 | $2,400+95.3% | $3,574+31.1% | $2,281+105.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,497 | $3,581+221.1% | $5,332+115.6% | $4,296+167.7% |