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 | $50,522 | $201,259-74.9% | $184,200-72.6% | $145,959-65.4% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 15.25% | 28.98%-13.7pp | 28.80%-13.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $2,473 | $7,018-64.8% | $6,424-61.5% | $4,661-46.9% |
| Participant deferral / active EE | $3,050 | $9,806-68.9% | $9,132-66.6% | $6,689-54.4% |
| Admin fee / account holder | $3,337 | $16,372-79.6% | $13,907-76.0% | $13,398-75.1% |