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 | $190,781 | $178,174+7.1% | $156,181+22.2% | $137,256+39.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 13.12% | 84.19%-71.1pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,754 | $4,972-64.7% | $4,294-59.1% | $4,156-57.8% |
| Participant deferral / active EE | $2,027 | $6,888-70.6% | $6,132-67.0% | $6,407-68.4% |
| Admin fee / account holder | $3,040 | $17,404-82.5% | $14,586-79.2% | $12,270-75.2% |