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 | $141,463 | $198,466-28.7% | $170,442-17.0% | $147,584-4.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.91% | 257.29%-236.4pp | 205.93%-185.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,060 | $6,184-66.7% | $5,433-62.1% | $4,876-57.7% |
| Participant deferral / active EE | $327 | $5,629-94.2% | $4,939-93.4% | $5,439-94.0% |
| Admin fee / account holder | $3,667 | $16,852-78.2% | $13,880-73.6% | $10,885-66.3% |