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 | $37,158 | $124,319-70.1% | $111,297-66.6% | $167,490-77.8% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 9.74% | 37.44%-27.7pp | 54.65%-44.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $742 | $3,435-78.4% | $2,731-72.8% | $4,837-84.7% |
| Participant deferral / active EE | $1,008 | $5,180-80.5% | $4,487-77.5% | $6,341-84.1% |
| Admin fee / account holder | $1,894 | $10,618-82.2% | $7,964-76.2% | $12,309-84.6% |