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 | $37,360 | $115,770-67.7% | $101,248-63.1% | $158,922-76.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 11.41% | 56.14%-44.7pp | 46.47%-35.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,225 | $4,175-70.7% | $3,660-66.5% | $4,761-74.3% |
| Participant deferral / active EE | $1,105 | $4,957-77.7% | $4,370-74.7% | $5,982-81.5% |
| Admin fee / account holder | $2,942 | $7,245-59.4% | $5,945-50.5% | $11,246-73.8% |