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 6-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 | $16,058 | $180,749-91.1% | $160,784-90.0% | $137,256-88.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 12.61% | 2234.46%-2221.9pp | 1803.92%-1791.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $583 | $4,155-86.0% | $3,733-84.4% | $4,156-86.0% |
| Participant deferral / active EE | $583 | $6,844-91.5% | $6,293-90.7% | $6,407-90.9% |
| Admin fee / account holder | $8,540 | $10,397-17.9% | $9,717-12.1% | $12,270-30.4% |