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 | $140,575 | $115,770+21.4% | $101,248+38.8% | $158,922-11.5% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 9.42% | 56.14%-46.7pp | 46.47%-37.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $11,866 | $4,175+184.2% | $3,660+224.2% | $4,761+149.2% |
| Participant deferral / active EE | $909 | $4,957-81.7% | $4,370-79.2% | $5,982-84.8% |
| Admin fee / account holder | $1,043 | $7,245-85.6% | $5,945-82.5% | $11,246-90.7% |