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 | $80,095 | $214,378-62.6% | $200,582-60.1% | $142,382-43.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.76% | 46.41%-33.6pp | 42.33%-29.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,538 | $6,841-33.7% | $6,419-29.3% | $4,299+5.6% |
| Participant deferral / active EE | $2,193 | $9,865-77.8% | $9,331-76.5% | $6,507-66.3% |
| Admin fee / account holder | $4,320 | $17,692-75.6% | $16,305-73.5% | $12,624-65.8% |