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 | $60,333 | $238,490-74.7% | $180,183-66.5% | $142,382-57.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.39% | 33.56%-22.2pp | 27.86%-16.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $6,201 | $6,143+0.9% | $5,039+23.1% | $4,299+44.2% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $6,822-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,589 | $28,866-91.0% | $19,975-87.0% | $12,624-79.5% |