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 9-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 | $66,013 | $77,813-15.2% | $123,544-46.6% | $64,186+2.8% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | 14.04% | 12.48%+1.6pp | 119.20%-105.2pp | 7.63%+6.4pp |
| Employer contribution / active EE | $7,159 | $3,014+137.5% | $4,628+54.7% | $2,381+200.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,372 | $5,519-2.7% | $9,284-42.1% | $4,888+9.9% |