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 | $166,046 | $180,028-7.8% | $138,135+20.2% | $158,922+4.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.40% | 21.68%-8.3pp | 20.51%-7.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,114 | $7,470-71.7% | $5,587-62.2% | $4,761-55.6% |
| Participant deferral / active EE | $952 | $7,717-87.7% | $6,431-85.2% | $5,982-84.1% |
| Admin fee / account holder | $8,241 | $17,912-54.0% | $11,856-30.5% | $11,246-26.7% |