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 | $18,130 | $202,432-91.0% | $169,368-89.3% | $139,434-87.0% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 15.50% | 531.74%-516.2pp | 405.60%-390.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $736 | $4,692-84.3% | $4,013-81.7% | $4,751-84.5% |
| Participant deferral / active EE | $620 | $6,938-91.1% | $6,221-90.0% | $6,710-90.8% |
| Admin fee / account holder | $819 | $10,708-92.3% | $9,003-90.9% | $11,403-92.8% |