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 | $172,111-56.2% | $150,298-49.9% | $137,256-45.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.42% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $916 | $4,636-80.2% | $4,154-77.9% | $4,156-78.0% |
| Participant deferral / active EE | $1,138 | $6,166-81.5% | $5,453-79.1% | $6,407-82.2% |
| Admin fee / account holder | $854 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |