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 | $145,182 | $87,733+65.5% | $106,548+36.3% | $85,850+69.1% |
| Participation rate | 98.2% | 71.9%+26.3pp | 76.1%+22.1pp | 69.3%+28.9pp |
| Annual return | 23.93% | 21.86%+2.1pp | 26.80%-2.9pp | 318.53%-294.6pp |
| Employer contribution / active EE | $6,851 | $2,073+230.5% | $2,819+143.0% | $2,565+167.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,344 | $6,767-50.6% | $7,407-54.8% | $6,260-46.6% |