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 | $111,986 | $165,335-32.3% | $149,696-25.2% | $158,922-29.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.56% | 348.15%-333.6pp | 276.60%-262.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,415 | $5,103-72.3% | $4,644-69.5% | $4,761-70.3% |
| Participant deferral / active EE | $498 | $7,181-93.1% | $6,842-92.7% | $5,982-91.7% |
| Admin fee / account holder | $2,464 | $10,807-77.2% | $9,309-73.5% | $11,246-78.1% |