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 | $68,535 | $125,758-45.5% | $169,993-59.7% | $75,163-8.8% |
| Participation rate | 89.1% | 83.6%+5.5pp | 87.0%+2.1pp | 67.2%+21.9pp |
| Annual return | 14.66% | 27.20%-12.5pp | 53.37%-38.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,871 | $4,615-37.8% | $6,785-57.7% | $2,670+7.6% |
| Participant deferral / active EE | $2,365 | $6,837-65.4% | $10,408-77.3% | $4,125-42.7% |
| Admin fee / account holder | $3,015 | $8,173-63.1% | $12,815-76.5% | $5,651-46.7% |