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 | $73,992 | $98,750-25.1% | $149,696-50.6% | $79,858-7.3% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 22.82% | 27.43%-4.6pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,826 | $3,216-12.1% | $4,644-39.2% | $2,471+14.4% |
| Participant deferral / active EE | $2,210 | $5,680-61.1% | $6,842-67.7% | $3,740-40.9% |
| Admin fee / account holder | $1,203 | $6,053-80.1% | $9,309-87.1% | $5,306-77.3% |