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 | $154,771 | $179,726-13.9% | $156,263-1.0% | $142,382+8.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.21% | 77.86%-61.6pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,250 | $5,069-35.9% | $4,333-25.0% | $4,299-24.4% |
| Participant deferral / active EE | $745 | $6,956-89.3% | $6,158-87.9% | $6,507-88.6% |
| Admin fee / account holder | $1,764 | $17,272-89.8% | $14,255-87.6% | $12,624-86.0% |