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 7-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 | $21,106 | $99,020-78.7% | $86,590-75.6% | $147,584-85.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.54% | 1312.34%-1299.8pp | 964.84%-952.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,770 | $3,132-11.6% | $2,839-2.4% | $4,876-43.2% |
| Participant deferral / active EE | $304 | $3,972-92.3% | $3,609-91.6% | $5,439-94.4% |
| Admin fee / account holder | $3,423 | $5,710-40.0% | $4,906-30.2% | $10,885-68.6% |