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 | $56,084 | $185,822-69.8% | $169,993-67.0% | $139,434-59.8% |
| Participation rate | 95.7% | 87.8%+7.9pp | 87.0%+8.7pp | 80.3%+15.3pp |
| Annual return | 11.83% | 60.50%-48.7pp | 53.37%-41.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,556 | $7,590-66.3% | $6,785-62.3% | $4,751-46.2% |
| Participant deferral / active EE | $2,214 | $11,622-80.9% | $10,408-78.7% | $6,710-67.0% |
| Admin fee / account holder | $3,785 | $15,381-75.4% | $12,815-70.5% | $11,403-66.8% |