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 | $33,386 | $58,927-43.3% | $76,817-56.5% | $72,985-54.3% |
| Participation rate | 92.9% | 67.3%+25.5pp | 72.1%+20.8pp | 69.5%+23.4pp |
| Annual return | 19.80% | 2305.64%-2285.8pp | 1166.11%-1146.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,571 | $1,787+99.9% | $2,302+55.1% | $2,440+46.4% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,573 | $4,013-60.8% | $6,420-75.5% | $5,124-69.3% |