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 | $130,019 | $201,259-35.4% | $184,200-29.4% | $145,959-10.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.89% | 28.98%-6.1pp | 28.80%-5.9pp | 561.95%-539.1pp |
| Employer contribution / active EE | $2,698 | $7,018-61.6% | $6,424-58.0% | $4,661-42.1% |
| Participant deferral / active EE | $1,671 | $9,806-83.0% | $9,132-81.7% | $6,689-75.0% |
| Admin fee / account holder | $441 | $16,372-97.3% | $13,907-96.8% | $13,398-96.7% |