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 9-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 | $104,651 | $111,754-6.4% | $103,333+1.3% | $145,922-28.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 36.15% | 24.77%+11.4pp | 24.88%+11.3pp | 561.29%-525.1pp |
| Employer contribution / active EE | $4,046 | $4,212-4.0% | $3,868+4.6% | $4,660-13.2% |
| Participant deferral / active EE | $517 | $5,619-90.8% | $5,057-89.8% | $6,688-92.3% |
| Admin fee / account holder | $5,698 | $9,750-41.6% | $8,355-31.8% | $13,397-57.5% |