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 5-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 | $126,421 | $214,378-41.0% | $200,582-37.0% | $142,382-11.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.07% | 46.41%-31.3pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,436 | $6,841-79.0% | $6,419-77.6% | $4,299-66.6% |
| Participant deferral / active EE | $2,647 | $9,865-73.2% | $9,331-71.6% | $6,507-59.3% |
| Admin fee / account holder | $48,812 | $17,692+175.9% | $16,305+199.4% | $12,624+286.7% |