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 10-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 | $57,887 | $155,788-62.8% | $124,672-53.6% | $167,490-65.4% |
| Participation rate | 71.4% | 81.1%-9.7pp | 74.6%-3.2pp | 82.1%-10.7pp |
| Annual return | 16.31% | 17.97%-1.7pp | 5142.93%-5126.6pp | 478.56%-462.2pp |
| Employer contribution / active EE | $14,047 | $4,163+237.4% | $3,324+322.7% | $4,837+190.4% |
| Participant deferral / active EE | $681 | $5,673-88.0% | $4,614-85.2% | $6,341-89.3% |
| Admin fee / account holder | $471 | $9,531-95.1% | $7,493-93.7% | $12,309-96.2% |