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 | $133,184 | $165,335-19.4% | $149,696-11.0% | $158,922-16.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.02% | 348.15%-339.1pp | 276.60%-267.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,514 | $5,103-70.3% | $4,644-67.4% | $4,761-68.2% |
| Participant deferral / active EE | $1,313 | $7,181-81.7% | $6,842-80.8% | $5,982-78.1% |
| Admin fee / account holder | $729 | $10,807-93.3% | $9,309-92.2% | $11,246-93.5% |