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 6-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 | $35,534 | $90,348-60.7% | $75,972-53.2% | $145,922-75.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.89% | 620.88%-612.0pp | 359.55%-350.7pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,031 | $3,311-38.7% | $2,685-24.4% | $4,660-56.4% |
| Participant deferral / active EE | $832 | $5,162-83.9% | $4,255-80.5% | $6,688-87.6% |
| Admin fee / account holder | $2,194 | $8,467-74.1% | $6,467-66.1% | $13,397-83.6% |