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 6-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 | $32,133 | $175,202-81.7% | $149,673-78.5% | $139,434-77.0% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 15.88% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $5,382 | $5,474-1.7% | $4,818+11.7% | $4,751+13.3% |
| Participant deferral / active EE | $1,513 | $6,519-76.8% | $5,680-73.4% | $6,710-77.4% |
| Admin fee / account holder | $6,791 | $16,150-58.0% | $13,210-48.6% | $11,403-40.4% |