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 7-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 | $65,080 | $202,318-67.8% | $172,739-62.3% | $152,861-57.4% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 14.03% | 1029.65%-1015.6pp | 802.84%-788.8pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,955 | $5,856-66.6% | $5,143-62.0% | $4,762-59.0% |
| Participant deferral / active EE | $791 | $5,948-86.7% | $5,198-84.8% | $5,850-86.5% |
| Admin fee / account holder | $11,968 | $17,109-30.0% | $13,954-14.2% | $11,596+3.2% |