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 | $93,050 | $94,529-1.6% | $140,016-33.5% | $64,186+45.0% |
| Participation rate | 95.6% | 84.1%+11.5pp | 87.5%+8.1pp | 69.6%+26.0pp |
| Annual return | 9.95% | 7.77%+2.2pp | 651.12%-641.2pp | 7.63%+2.3pp |
| Employer contribution / active EE | $13,333 | $3,812+249.7% | $5,606+137.8% | $2,381+460.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,178 | $6,741-52.9% | $10,705-70.3% | $4,888-35.0% |