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 | $185,732 | $55,706+233.4% | $75,886+144.7% | $72,985+154.5% |
| Participation rate | 95.7% | 61.1%+34.6pp | 69.3%+26.5pp | 69.5%+26.3pp |
| Annual return | 20.18% | 27.59%-7.4pp | 30.76%-10.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $8,773 | $1,687+420.2% | $2,500+250.9% | $2,440+259.6% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $15,941 | $3,978+300.7% | $5,418+194.2% | $5,124+211.1% |