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 | $114,765 | $148,534-22.7% | $135,903-15.6% | $139,434-17.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.00% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,446 | $5,243-53.4% | $4,856-49.6% | $4,751-48.5% |
| Participant deferral / active EE | $697 | $8,100-91.4% | $7,758-91.0% | $6,710-89.6% |
| Admin fee / account holder | $7,122 | $12,400-42.6% | $10,762-33.8% | $11,403-37.5% |