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 | $57,738 | $185,822-68.9% | $169,993-66.0% | $139,434-58.6% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.7pp |
| Annual return | 15.86% | 60.50%-44.6pp | 53.37%-37.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,694 | $7,590-77.7% | $6,785-75.0% | $4,751-64.3% |
| Participant deferral / active EE | $1,874 | $11,622-83.9% | $10,408-82.0% | $6,710-72.1% |
| Admin fee / account holder | $707 | $15,381-95.4% | $12,815-94.5% | $11,403-93.8% |