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 | $47,641 | $172,111-72.3% | $150,298-68.3% | $137,256-65.3% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 12.66% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,284 | $4,636-72.3% | $4,154-69.1% | $4,156-69.1% |
| Participant deferral / active EE | $1,284 | $6,166-79.2% | $5,453-76.5% | $6,407-80.0% |
| Admin fee / account holder | $382 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |