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 | $133,644 | $197,591-32.4% | $177,821-24.8% | $158,922-15.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.32% | 58.76%-42.4pp | 48.32%-32.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,577 | $6,697-61.5% | $5,918-56.5% | $4,761-45.9% |
| Participant deferral / active EE | $2,702 | $8,405-67.9% | $7,714-65.0% | $5,982-54.8% |
| Admin fee / account holder | $639 | $15,399-95.9% | $12,427-94.9% | $11,246-94.3% |