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 | $81,533 | $137,414-40.7% | $189,513-57.0% | $85,850-5.0% |
| Participation rate | 97.8% | 84.6%+13.2pp | 87.8%+10.0pp | 69.3%+28.5pp |
| Annual return | 18.01% | 38.14%-20.1pp | 555.15%-537.1pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,887 | $4,344-56.6% | $6,162-69.4% | $2,565-26.4% |
| Participant deferral / active EE | $1,418 | $6,260-77.4% | $8,221-82.8% | $3,952-64.1% |
| Admin fee / account holder | $1,787 | $8,630-79.3% | $12,045-85.2% | $6,260-71.5% |