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 | $116,586 | $100,754+15.7% | $86,677+34.5% | $134,475-13.3% |
| Participation rate | 95.7% | 78.9%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | 4.77% | 29.04%-24.3pp | 35.91%-31.1pp | 417.96%-413.2pp |
| Employer contribution / active EE | $9,957 | $3,489+185.3% | $2,836+251.0% | $4,740+110.1% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12,818 | $10,926+17.3% | $7,493+71.1% | $11,426+12.2% |