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 | $45,416 | $126,574-64.1% | $106,213-57.2% | $145,922-68.9% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 13.03% | 224.79%-211.8pp | 116.14%-103.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $951 | $3,730-74.5% | $3,171-70.0% | $4,660-79.6% |
| Participant deferral / active EE | $1,353 | $5,724-76.4% | $5,016-73.0% | $6,688-79.8% |
| Admin fee / account holder | $714 | $17,304-95.9% | $11,033-93.5% | $13,397-94.7% |