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 | $54,923 | $171,865-68.0% | $149,718-63.3% | $147,584-62.8% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 13.98% | 2113.22%-2099.2pp | 1501.63%-1487.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,355 | $6,275-78.4% | $5,445-75.1% | $4,876-72.2% |
| Participant deferral / active EE | $2,489 | $7,271-65.8% | $6,569-62.1% | $5,439-54.2% |
| Admin fee / account holder | $8,848 | $13,799-35.9% | $11,283-21.6% | $10,885-18.7% |