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 | $146,457 | $100,970+45.1% | $96,576+51.6% | $137,256+6.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.41% | 38.16%-18.7pp | 38.47%-19.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $476 | $3,809-87.5% | $3,553-86.6% | $4,156-88.5% |
| Participant deferral / active EE | $1,334 | $8,286-83.9% | $7,956-83.2% | $6,407-79.2% |
| Admin fee / account holder | $1,605 | $11,312-85.8% | $11,381-85.9% | $12,270-86.9% |