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 5-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 | $180,744 | $65,041+177.9% | $90,951+98.7% | $79,858+126.3% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.0%+15.4pp | 69.6%+14.7pp |
| Annual return | 77.34% | 30.45%+46.9pp | 134.60%-57.3pp | 31.71%+45.6pp |
| Employer contribution / active EE | $3,906 | $1,247+213.2% | $2,122+84.1% | $2,471+58.1% |
| Participant deferral / active EE | $1,094 | $2,512-56.4% | $3,373-67.6% | $3,740-70.7% |
| Admin fee / account holder | $7,731 | $4,536+70.4% | $5,959+29.8% | $5,306+45.7% |