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 | $50,600 | $160,055-68.4% | $140,016-63.9% | $135,375-62.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.70% | 911.38%-909.7pp | 651.12%-649.4pp | 519.73%-518.0pp |
| Employer contribution / active EE | $1,824 | $6,420-71.6% | $5,606-67.5% | $4,779-61.8% |
| Participant deferral / active EE | $2,219 | $7,642-71.0% | $6,927-68.0% | $5,609-60.4% |
| Admin fee / account holder | $986 | $13,328-92.6% | $10,705-90.8% | $10,827-90.9% |