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 | $40,828 | $171,865-76.2% | $149,718-72.7% | $147,584-72.3% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 16.23% | 2113.22%-2097.0pp | 1501.63%-1485.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,753 | $6,275-72.1% | $5,445-67.8% | $4,876-64.1% |
| Participant deferral / active EE | $1,753 | $7,271-75.9% | $6,569-73.3% | $5,439-67.8% |
| Admin fee / account holder | $343 | $13,799-97.5% | $11,283-97.0% | $10,885-96.9% |