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 8-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 | $120,818 | $165,335-26.9% | $149,696-19.3% | $158,922-24.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.51% | 348.15%-321.6pp | 276.60%-250.1pp | 302.83%-276.3pp |
| Employer contribution / active EE | $922 | $5,103-81.9% | $4,644-80.2% | $4,761-80.6% |
| Participant deferral / active EE | $1,918 | $7,181-73.3% | $6,842-72.0% | $5,982-67.9% |
| Admin fee / account holder | $3,105 | $10,807-71.3% | $9,309-66.6% | $11,246-72.4% |