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 | $61,841 | $159,934-61.3% | $147,005-57.9% | $145,959-57.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 98.24%-86.4pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,850 | $5,287-65.0% | $4,934-62.5% | $4,661-60.3% |
| Participant deferral / active EE | $2,449 | $8,427-70.9% | $8,070-69.7% | $6,689-63.4% |
| Admin fee / account holder | $1,568 | $15,053-89.6% | $13,006-87.9% | $13,398-88.3% |