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 9-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 | $34,353 | $209,411-83.6% | $178,490-80.8% | $158,922-78.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 48.28% | 188.75%-140.5pp | 151.07%-102.8pp | 302.83%-254.5pp |
| Employer contribution / active EE | $4,554 | $5,706-20.2% | $5,011-9.1% | $4,761-4.4% |
| Participant deferral / active EE | $688 | $5,954-88.5% | $5,202-86.8% | $5,982-88.5% |
| Admin fee / account holder | $4,341 | $17,074-74.6% | $13,984-69.0% | $11,246-61.4% |