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 | $47,776 | $198,466-75.9% | $170,442-72.0% | $147,584-67.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.18% | 257.29%-245.1pp | 205.93%-193.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $5,073 | $6,184-18.0% | $5,433-6.6% | $4,876+4.0% |
| Participant deferral / active EE | $1,400 | $5,629-75.1% | $4,939-71.7% | $5,439-74.3% |
| Admin fee / account holder | $1,514 | $16,852-91.0% | $13,880-89.1% | $10,885-86.1% |