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 | $64,088 | $210,648-69.6% | $177,989-64.0% | $145,922-56.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.95% | 385.86%-364.9pp | 294.48%-273.5pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,197 | $4,565-51.9% | $3,949-44.4% | $4,660-52.9% |
| Participant deferral / active EE | $744 | $6,958-89.3% | $6,276-88.1% | $6,688-88.9% |
| Admin fee / account holder | $1,321 | $12,013-89.0% | $10,363-87.2% | $13,397-90.1% |