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 | $51,424 | $124,185-58.6% | $108,410-52.6% | $167,490-69.3% |
| Participation rate | 76.9% | 82.3%-5.4pp | 80.1%-3.2pp | 82.1%-5.2pp |
| Annual return | 10.15% | 1379.64%-1369.5pp | 905.27%-895.1pp | 478.56%-468.4pp |
| Employer contribution / active EE | $866 | $4,187-79.3% | $3,558-75.7% | $4,837-82.1% |
| Participant deferral / active EE | $1,382 | $6,908-80.0% | $6,563-78.9% | $6,341-78.2% |
| Admin fee / account holder | $1,190 | $9,455-87.4% | $7,295-83.7% | $12,309-90.3% |