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 7-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 | $186,798 | $100,754+85.4% | $86,677+115.5% | $134,475+38.9% |
| Participation rate | 91.3% | 78.9%+12.4pp | 76.6%+14.7pp | 81.2%+10.1pp |
| Annual return | 7.14% | 29.04%-21.9pp | 35.91%-28.8pp | 417.96%-410.8pp |
| Employer contribution / active EE | $9,871 | $3,489+182.9% | $2,836+248.0% | $4,740+108.3% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,285 | $10,926-42.5% | $7,493-16.1% | $11,426-45.0% |