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 | $108,844 | $111,301-2.2% | $112,977-3.7% | $158,922-31.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 14.85% | 26.40%-11.6pp | 24.24%-9.4pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,899 | $4,471-57.5% | $4,255-55.4% | $4,761-60.1% |
| Participant deferral / active EE | $1,899 | $5,880-67.7% | $5,836-67.5% | $5,982-68.3% |
| Admin fee / account holder | $1,102 | $8,392-86.9% | $6,294-82.5% | $11,246-90.2% |