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 3-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 | $21,679 | $159,602-86.4% | $150,045-85.6% | $142,382-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.39% | 70.24%-56.8pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,198 | $4,961-75.9% | $4,693-74.5% | $4,299-72.1% |
| Participant deferral / active EE | $1,442 | $8,310-82.7% | $7,997-82.0% | $6,507-77.8% |
| Admin fee / account holder | $311 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |