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 9-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 | $15,985 | $124,185-87.1% | $108,410-85.3% | $167,490-90.5% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 13.77% | 1379.64%-1365.9pp | 905.27%-891.5pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,245 | $4,187-70.3% | $3,558-65.0% | $4,837-74.3% |
| Participant deferral / active EE | $1,236 | $6,908-82.1% | $6,563-81.2% | $6,341-80.5% |
| Admin fee / account holder | $419 | $9,455-95.6% | $7,295-94.3% | $12,309-96.6% |