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 | $57,768 | $185,822-68.9% | $169,993-66.0% | $139,434-58.6% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 12.63% | 60.50%-47.9pp | 53.37%-40.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,756 | $7,590-76.9% | $6,785-74.1% | $4,751-63.0% |
| Participant deferral / active EE | $1,378 | $11,622-88.1% | $10,408-86.8% | $6,710-79.5% |
| Admin fee / account holder | $1,870 | $15,381-87.8% | $12,815-85.4% | $11,403-83.6% |