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 | $216,840 | $209,336+3.6% | $197,124+10.0% | $137,256+58.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.59% | 48.09%-34.5pp | 44.34%-30.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,057 | $6,591-23.3% | $6,227-18.8% | $4,156+21.7% |
| Participant deferral / active EE | $2,899 | $9,614-69.8% | $9,135-68.3% | $6,407-54.7% |
| Admin fee / account holder | $23,822 | $17,308+37.6% | $16,298+46.2% | $12,270+94.1% |