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 | $31,200 | $149,679-79.2% | $117,039-73.3% | $147,584-78.9% |
| Participation rate | 70.0% | 83.5%-13.5pp | 77.2%-7.2pp | 82.8%-12.8pp |
| Annual return | 15.64% | 19.31%-3.7pp | 18.95%-3.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $779 | $4,912-84.1% | $3,929-80.2% | $5,439-85.7% |
| Admin fee / account holder | $672 | $7,856-91.4% | $5,974-88.7% | $10,885-93.8% |