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 | $52,862 | $185,822-71.6% | $169,993-68.9% | $139,434-62.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 16.11% | 60.50%-44.4pp | 53.37%-37.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $7,882 | $7,590+3.8% | $6,785+16.2% | $4,751+65.9% |
| Participant deferral / active EE | $833 | $11,622-92.8% | $10,408-92.0% | $6,710-87.6% |
| Admin fee / account holder | $2,542 | $15,381-83.5% | $12,815-80.2% | $11,403-77.7% |