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 | $150,569 | $165,335-8.9% | $149,696+0.6% | $158,922-5.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.14% | 348.15%-337.0pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $5,611 | $5,103+10.0% | $4,644+20.8% | $4,761+17.8% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,313 | $10,807-87.9% | $9,309-85.9% | $11,246-88.3% |