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 | $137,381 | $179,726-23.6% | $156,263-12.1% | $142,382-3.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.91% | 77.86%-60.9pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,769 | $5,069+13.8% | $4,333+33.1% | $4,299+34.2% |
| Participant deferral / active EE | $1,954 | $6,956-71.9% | $6,158-68.3% | $6,507-70.0% |
| Admin fee / account holder | $1,573 | $17,272-90.9% | $14,255-89.0% | $12,624-87.5% |