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 | $235,041 | $91,407+157.1% | $135,903+72.9% | $71,457+228.9% |
| Participation rate | 89.8% | 75.7%+14.2pp | 81.9%+7.9pp | 67.9%+21.9pp |
| Annual return | 23.56% | 29.90%-6.3pp | 68.23%-44.7pp | 28.85%-5.3pp |
| Employer contribution / active EE | $6,550 | $3,703+76.9% | $4,856+34.9% | $2,588+153.1% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $28,338 | $1,266+2138.8% | $10,762+163.3% | $1,587+1685.3% |