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 | $241,943 | $71,883+236.6% | $86,677+179.1% | $68,494+253.2% |
| Participation rate | 97.2% | 72.2%+25.0pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | 7.80% | 3.52%+4.3pp | 35.91%-28.1pp | -7.84%+15.6pp |
| Employer contribution / active EE | $13,410 | $2,173+517.2% | $2,836+372.8% | $2,596+416.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,723 | $6,112+26.4% | $7,493+3.1% | $5,403+42.9% |