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 | $56,031 | $176,056-68.2% | $159,436-64.9% | $167,490-66.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 139.54% | 331.75%-192.2pp | 263.57%-124.0pp | 478.56%-339.0pp |
| Employer contribution / active EE | $1,167 | $5,297-78.0% | $4,829-75.8% | $4,837-75.9% |
| Participant deferral / active EE | $2,057 | $7,750-73.5% | $7,352-72.0% | $6,341-67.6% |
| Admin fee / account holder | $362 | $12,554-97.1% | $10,799-96.7% | $12,309-97.1% |