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 9-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 | $54,297 | $111,814-51.4% | $93,654-42.0% | $145,959-62.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 21.47% | 203.30%-181.8pp | 133.34%-111.9pp | 561.95%-540.5pp |
| Employer contribution / active EE | $1,329 | $3,092-57.0% | $2,421-45.1% | $4,661-71.5% |
| Participant deferral / active EE | $893 | $4,914-81.8% | $4,413-79.8% | $6,689-86.7% |
| Admin fee / account holder | $3,260 | $10,246-68.2% | $8,282-60.6% | $13,398-75.7% |