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 | $125,291 | $66,098+89.6% | $101,794+23.1% | $74,304+68.6% |
| Participation rate | 98.0% | 53.8%+44.2pp | 69.2%+28.8pp | 60.3%+37.7pp |
| Annual return | 17.82% | 19.59%-1.8pp | 30.53%-12.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $7,238 | $1,082+569.3% | $2,289+216.2% | $2,241+223.0% |
| Participant deferral / active EE | $0 | $2,781-100.0% | $4,084-100.0% | $3,767-100.0% |
| Admin fee / account holder | $2,822 | $4,146-31.9% | $8,777-67.8% | $2,969-4.9% |