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 | $80,260 | $102,604-21.8% | $86,188-6.9% | $139,434-42.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 12.85% | 1922.51%-1909.7pp | 1168.45%-1155.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $844 | $3,032-72.2% | $2,380-64.5% | $4,751-82.2% |
| Participant deferral / active EE | $1,029 | $4,676-78.0% | $3,985-74.2% | $6,710-84.7% |
| Admin fee / account holder | $383 | $8,657-95.6% | $6,852-94.4% | $11,403-96.6% |