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 | $145,907 | $97,757+49.3% | $83,848+74.0% | $135,375+7.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 5.04% | 1287.37%-1282.3pp | 850.88%-845.8pp | 519.73%-514.7pp |
| Employer contribution / active EE | $2,396 | $4,222-43.2% | $3,631-34.0% | $4,779-49.9% |
| Participant deferral / active EE | $729 | $4,682-84.4% | $4,082-82.1% | $5,609-87.0% |
| Admin fee / account holder | $20,152 | $6,674+202.0% | $5,478+267.9% | $10,827+86.1% |