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 8-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 | $30,550 | $154,117-80.2% | $129,995-76.5% | $139,434-78.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 19.07% | 32.48%-13.4pp | -137.18%+156.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,973 | $5,289-24.9% | $4,320-8.0% | $4,751-16.4% |
| Participant deferral / active EE | $1,902 | $6,710-71.6% | $5,820-67.3% | $6,710-71.7% |
| Admin fee / account holder | $512 | $14,007-96.3% | $10,614-95.2% | $11,403-95.5% |