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 | $236,666 | $110,257+114.6% | $96,544+145.1% | $139,434+69.7% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+1.0pp | 80.3%-3.4pp |
| Annual return | 19.87% | 26.32%-6.5pp | 25.84%-6.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $15,385 | $3,620+325.0% | $2,965+418.9% | $4,751+223.8% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,346 | $11,591-88.4% | $8,252-83.7% | $11,403-88.2% |