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 | $197,850 | $74,927+164.1% | $101,794+94.4% | $84,808+133.3% |
| Participation rate | 75.9% | 61.4%+14.5pp | 69.2%+6.7pp | 68.3%+7.6pp |
| Annual return | 15.16% | 18.70%-3.5pp | 30.53%-15.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $13,793 | $1,522+806.4% | $2,289+502.6% | $2,631+424.3% |
| Participant deferral / active EE | $1,046 | $3,099-66.3% | $4,084-74.4% | $4,212-75.2% |
| Admin fee / account holder | $14,094 | $6,514+116.4% | $8,777+60.6% | $7,344+91.9% |