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 | $99,543 | $105,181-5.4% | $159,436-37.6% | $85,850+16.0% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.8%+15.8pp | 69.3%+29.3pp |
| Annual return | 27.96% | 45.07%-17.1pp | 263.57%-235.6pp | 318.53%-290.6pp |
| Employer contribution / active EE | $1,042 | $3,318-68.6% | $4,829-78.4% | $2,565-59.4% |
| Participant deferral / active EE | $1,829 | $5,945-69.2% | $7,352-75.1% | $3,952-53.7% |
| Admin fee / account holder | $901 | $6,933-87.0% | $10,799-91.7% | $6,260-85.6% |