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 | $125,702 | $60,349+108.3% | $74,183+69.4% | $62,891+99.9% |
| Participation rate | 93.5% | 72.7%+20.8pp | 76.6%+16.9pp | 69.3%+24.2pp |
| Annual return | 7.99% | 21.37%-13.4pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,725 | $1,680+62.2% | $2,370+15.0% | $2,281+19.5% |
| Participant deferral / active EE | $608 | $2,856-78.7% | $3,550-82.9% | $3,203-81.0% |
| Admin fee / account holder | $21,378 | $4,261+401.7% | $5,586+282.7% | $4,296+397.7% |