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 | $112,936 | $185,822-39.2% | $169,993-33.6% | $139,434-19.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.74% | 60.50%-43.8pp | 53.37%-36.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $8,389 | $7,590+10.5% | $6,785+23.6% | $4,751+76.6% |
| Participant deferral / active EE | $1,042 | $11,622-91.0% | $10,408-90.0% | $6,710-84.5% |
| Admin fee / account holder | $1,278 | $15,381-91.7% | $12,815-90.0% | $11,403-88.8% |