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 3-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 | $37,366 | $54,380-31.3% | $68,509-45.5% | $59,632-37.3% |
| Participation rate | 98.3% | 70.2%+28.1pp | 74.7%+23.5pp | 68.7%+29.6pp |
| Annual return | 62.08% | 2.83%+59.2pp | 8.27%+53.8pp | 2041.28%-1979.2pp |
| Employer contribution / active EE | $1,197 | $1,539-22.2% | $2,278-47.4% | $2,203-45.6% |
| Participant deferral / active EE | $871 | $2,643-67.0% | $3,382-74.2% | $3,192-72.7% |
| Admin fee / account holder | $2,744 | $3,885-29.4% | $5,275-48.0% | $4,297-36.2% |