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 9-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 | $76,355 | $150,440-49.2% | $136,294-44.0% | $147,584-48.3% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 10.78% | 1049.08%-1038.3pp | 5155.94%-5145.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,876 | $5,256-45.3% | $4,695-38.8% | $4,876-41.0% |
| Participant deferral / active EE | $949 | $6,630-85.7% | $6,247-84.8% | $5,439-82.6% |
| Admin fee / account holder | $1,006 | $10,905-90.8% | $9,243-89.1% | $10,885-90.8% |