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 | $78,641 | $106,584-26.2% | $101,326-22.4% | $142,382-44.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.28% | 36.93%-23.6pp | 36.82%-23.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $662 | $3,956-83.3% | $3,665-81.9% | $4,299-84.6% |
| Participant deferral / active EE | $1,323 | $8,297-84.1% | $7,994-83.4% | $6,507-79.7% |
| Admin fee / account holder | $10,000 | $11,446-12.6% | $11,185-10.6% | $12,624-20.8% |