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 | $113,468 | $185,822-38.9% | $169,993-33.3% | $139,434-18.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.60% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,919 | $7,590-74.7% | $6,785-71.7% | $4,751-59.6% |
| Participant deferral / active EE | $328 | $11,622-97.2% | $10,408-96.8% | $6,710-95.1% |
| Admin fee / account holder | $364 | $15,381-97.6% | $12,815-97.2% | $11,403-96.8% |