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 | $105,753 | $95,803+10.4% | $113,168-6.6% | $84,808+24.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.15% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $4,405 | $2,360+86.7% | $2,975+48.1% | $2,631+67.4% |
| Participant deferral / active EE | $1,003 | $4,242-76.3% | $5,107-80.4% | $4,212-76.2% |
| Admin fee / account holder | $13,293 | $8,989+47.9% | $12,068+10.2% | $7,344+81.0% |