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 5-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 | $33,711 | $209,411-83.9% | $178,490-81.1% | $158,922-78.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 13.70% | 188.75%-175.0pp | 151.07%-137.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,057 | $5,706-64.0% | $5,011-59.0% | $4,761-56.8% |
| Participant deferral / active EE | $1,341 | $5,954-77.5% | $5,202-74.2% | $5,982-77.6% |
| Admin fee / account holder | $475 | $17,074-97.2% | $13,984-96.6% | $11,246-95.8% |