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 7-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 | $75,318 | $177,572-57.6% | $154,803-51.3% | $142,382-47.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.42% | 65.07%-49.6pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $916 | $4,810-80.9% | $4,305-78.7% | $4,299-78.7% |
| Participant deferral / active EE | $1,138 | $6,272-81.9% | $5,540-79.5% | $6,507-82.5% |
| Admin fee / account holder | $854 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |