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 | $37,945 | $118,680-68.0% | $98,907-61.6% | $158,922-76.1% |
| Participation rate | 92.9% | 77.8%+15.0pp | 76.0%+16.8pp | 82.0%+10.9pp |
| Annual return | 16.68% | 372.35%-355.7pp | 196.43%-179.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $705 | $3,333-78.9% | $2,689-73.8% | $4,761-85.2% |
| Participant deferral / active EE | $996 | $5,088-80.4% | $4,244-76.5% | $5,982-83.3% |
| Admin fee / account holder | $363 | $10,131-96.4% | $6,642-94.5% | $11,246-96.8% |