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 | $92,671 | $149,734-38.1% | $118,925-22.1% | $158,922-41.7% |
| Participation rate | 85.0% | 82.1%+2.9pp | 75.4%+9.6pp | 82.0%+3.0pp |
| Annual return | 21.42% | 19.95%+1.5pp | 35.88%-14.5pp | 302.83%-281.4pp |
| Employer contribution / active EE | $4,100 | $4,115-0.4% | $3,263+25.7% | $4,761-13.9% |
| Participant deferral / active EE | $775 | $5,223-85.2% | $4,265-81.8% | $5,982-87.0% |
| Admin fee / account holder | $823 | $8,603-90.4% | $6,581-87.5% | $11,246-92.7% |