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 | $62,396 | $214,378-70.9% | $200,582-68.9% | $142,382-56.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.38% | 46.41%-33.0pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,738 | $6,841-45.4% | $6,419-41.8% | $4,299-13.1% |
| Participant deferral / active EE | $1,759 | $9,865-82.2% | $9,331-81.1% | $6,507-73.0% |
| Admin fee / account holder | $791 | $17,692-95.5% | $16,305-95.2% | $12,624-93.7% |