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 | $214,378-37.4% | $200,582-33.1% | $142,382-5.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.82% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $9,350 | $6,841+36.7% | $6,419+45.7% | $4,299+117.5% |
| Participant deferral / active EE | $129 | $9,865-98.7% | $9,331-98.6% | $6,507-98.0% |
| Admin fee / account holder | $3,061 | $17,692-82.7% | $16,305-81.2% | $12,624-75.7% |