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 | $36,696 | $202,318-81.9% | $172,739-78.8% | $152,861-76.0% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 13.85% | 1029.65%-1015.8pp | 802.84%-789.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,401 | $5,856-76.1% | $5,143-72.8% | $4,762-70.6% |
| Participant deferral / active EE | $1,333 | $5,948-77.6% | $5,198-74.3% | $5,850-77.2% |
| Admin fee / account holder | $16,062 | $17,109-6.1% | $13,954+15.1% | $11,596+38.5% |