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 | $69,501 | $91,538-24.1% | $129,995-46.5% | $75,163-7.5% |
| Participation rate | 98.1% | 71.4%+26.6pp | 78.5%+19.6pp | 67.2%+30.9pp |
| Annual return | 15.51% | -631.11%+646.6pp | -137.18%+152.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,775 | $2,845+32.7% | $4,320-12.6% | $2,670+41.4% |
| Participant deferral / active EE | $1,323 | $4,341-69.5% | $5,820-77.3% | $4,125-67.9% |
| Admin fee / account holder | $1,374 | $6,790-79.8% | $10,614-87.1% | $5,651-75.7% |