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 | $134,230 | $209,336-35.9% | $197,124-31.9% | $137,256-2.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.82% | 48.09%-36.3pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $9,350 | $6,591+41.9% | $6,227+50.1% | $4,156+125.0% |
| Participant deferral / active EE | $129 | $9,614-98.7% | $9,135-98.6% | $6,407-98.0% |
| Admin fee / account holder | $3,061 | $17,308-82.3% | $16,298-81.2% | $12,270-75.1% |