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 | $110,759 | $198,466-44.2% | $170,442-35.0% | $147,584-25.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.28% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $7,279 | $6,184+17.7% | $5,433+34.0% | $4,876+49.3% |
| Participant deferral / active EE | $213 | $5,629-96.2% | $4,939-95.7% | $5,439-96.1% |
| Admin fee / account holder | $311 | $16,852-98.2% | $13,880-97.8% | $10,885-97.1% |