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 4-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 | $22,471 | $111,724-79.9% | $93,606-76.0% | $145,922-84.6% |
| Participation rate | 87.0% | 74.2%+12.7pp | 68.7%+18.2pp | 80.3%+6.7pp |
| Annual return | 13.98% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,827 | $3,090+23.9% | $2,420+58.2% | $4,660-17.9% |
| Participant deferral / active EE | $1,080 | $4,912-78.0% | $4,411-75.5% | $6,688-83.8% |
| Admin fee / account holder | $2,994 | $10,250-70.8% | $8,285-63.9% | $13,397-77.6% |