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 5-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 | $21,259 | $70,756-70.0% | $65,493-67.5% | $142,382-85.1% |
| Participation rate | 84.2% | 77.4%+6.8pp | 73.1%+11.1pp | 80.1%+4.1pp |
| Annual return | 11.38% | 1754.89%-1743.5pp | 982.45%-971.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,009 | $2,881-30.3% | $2,574-22.0% | $4,299-53.3% |
| Participant deferral / active EE | $707 | $4,637-84.7% | $3,961-82.1% | $6,507-89.1% |
| Admin fee / account holder | $827 | $6,559-87.4% | $5,028-83.6% | $12,624-93.5% |