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 | $193,316 | $72,492+166.7% | $87,100+121.9% | $72,985+164.9% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 19.87% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,174 | $1,894+67.6% | $2,521+25.9% | $2,440+30.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9,440 | $5,055+86.7% | $7,497+25.9% | $5,124+84.2% |