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 | $152,804 | $95,803+59.5% | $113,168+35.0% | $84,808+80.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.37% | 25.00%-5.6pp | 24.27%-4.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,568 | $2,360+135.9% | $2,975+87.2% | $2,631+111.6% |
| Participant deferral / active EE | $888 | $4,242-79.1% | $5,107-82.6% | $4,212-78.9% |
| Admin fee / account holder | $1,754 | $8,989-80.5% | $12,068-85.5% | $7,344-76.1% |