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 | $223,394 | $67,411+231.4% | $91,001+145.5% | $70,131+218.5% |
| Participation rate | 97.1% | 71.4%+25.8pp | 75.6%+21.5pp | 69.5%+27.6pp |
| Annual return | 16.48% | -40.16%+56.6pp | 4.60%+11.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $8,571 | $1,786+379.9% | $2,456+249.1% | $2,342+265.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,321 | $4,236+25.6% | $5,417-1.8% | $4,645+14.5% |