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 | $42,869 | $165,335-74.1% | $149,696-71.4% | $158,922-73.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.87% | 348.15%-328.3pp | 276.60%-256.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,491 | $5,103-31.6% | $4,644-24.8% | $4,761-26.7% |
| Participant deferral / active EE | $1,597 | $7,181-77.8% | $6,842-76.7% | $5,982-73.3% |
| Admin fee / account holder | $2,241 | $10,807-79.3% | $9,309-75.9% | $11,246-80.1% |