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 | $93,187 | $148,534-37.3% | $135,903-31.4% | $139,434-33.2% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 22.24% | 79.19%-56.9pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $13,993 | $5,243+166.9% | $4,856+188.1% | $4,751+194.5% |
| Participant deferral / active EE | $1,784 | $8,100-78.0% | $7,758-77.0% | $6,710-73.4% |
| Admin fee / account holder | $418 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |