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 | $22,344 | $114,381-80.5% | $107,525-79.2% | $142,382-84.3% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 16.03% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $827 | $4,015-79.4% | $3,754-78.0% | $4,299-80.8% |
| Participant deferral / active EE | $980 | $5,564-82.4% | $5,116-80.8% | $6,507-84.9% |
| Admin fee / account holder | $4,332 | $9,860-56.1% | $8,919-51.4% | $12,624-65.7% |