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 | $36,304 | $159,602-77.3% | $150,045-75.8% | $142,382-74.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 24.85% | 70.24%-45.4pp | 62.55%-37.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $3,481 | $4,961-29.8% | $4,693-25.8% | $4,299-19.0% |
| Participant deferral / active EE | $92 | $8,310-98.9% | $7,997-98.8% | $6,507-98.6% |
| Admin fee / account holder | $3,692 | $14,846-75.1% | $13,435-72.5% | $12,624-70.7% |