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 | $30,896 | $77,145-60.0% | $108,410-71.5% | $85,850-64.0% |
| Participation rate | 96.7% | 74.7%+22.0pp | 80.1%+16.5pp | 69.3%+27.4pp |
| Annual return | 16.33% | 44.54%-28.2pp | 905.27%-888.9pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,161 | $2,379-51.2% | $3,558-67.4% | $2,565-54.7% |
| Participant deferral / active EE | $2,489 | $5,566-55.3% | $6,563-62.1% | $3,952-37.0% |
| Admin fee / account holder | $340 | $5,172-93.4% | $7,295-95.3% | $6,260-94.6% |