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 | $63,569 | $100,041-36.5% | $149,718-57.5% | $70,131-9.4% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.1%+11.6pp | 69.5%+29.1pp |
| Annual return | 15.37% | 27.43%-12.1pp | 1501.63%-1486.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $5,062 | $3,662+38.2% | $5,445-7.0% | $2,342+116.1% |
| Participant deferral / active EE | $2,244 | $4,983-55.0% | $6,569-65.8% | $3,332-32.7% |
| Admin fee / account holder | $1,034 | $8,286-87.5% | $11,283-90.8% | $4,645-77.7% |