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 | $107,029 | $124,281-13.9% | $109,143-1.9% | $167,490-36.1% |
| Participation rate | 95.5% | 79.4%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 14.88% | 26.04%-11.2pp | 25.75%-10.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $6,803 | $4,207+61.7% | $3,722+82.8% | $4,837+40.6% |
| Participant deferral / active EE | $985 | $5,255-81.3% | $4,653-78.8% | $6,341-84.5% |
| Admin fee / account holder | $3,918 | $7,970-50.8% | $6,752-42.0% | $12,309-68.2% |