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 | $136,401 | $106,515+28.1% | $96,683+41.1% | $139,434-2.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 18.78% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,037 | $4,103-74.7% | $3,737-72.2% | $4,751-78.2% |
| Participant deferral / active EE | $1,365 | $5,454-75.0% | $4,878-72.0% | $6,710-79.7% |
| Admin fee / account holder | $1,062 | $7,877-86.5% | $6,730-84.2% | $11,403-90.7% |