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 8-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 | $67,514 | $100,970-33.1% | $96,576-30.1% | $137,256-50.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.00% | 38.16%-24.2pp | 38.47%-24.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $63 | $3,809-98.4% | $3,553-98.2% | $4,156-98.5% |
| Participant deferral / active EE | $900 | $8,286-89.1% | $7,956-88.7% | $6,407-86.0% |
| Admin fee / account holder | $2,640 | $11,312-76.7% | $11,381-76.8% | $12,270-78.5% |