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 | $74,291 | $228,332-67.5% | $185,823-60.0% | $158,922-53.3% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 11.94% | 40.80%-28.9pp | 35.95%-24.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $876 | $4,967-82.4% | $4,087-78.6% | $4,761-81.6% |
| Participant deferral / active EE | $994 | $6,415-84.5% | $5,632-82.3% | $5,982-83.4% |
| Admin fee / account holder | $599 | $11,864-95.0% | $9,500-93.7% | $11,246-94.7% |