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 | $12,960 | $114,381-88.7% | $107,525-87.9% | $142,382-90.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.73% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,150 | $4,015-71.3% | $3,754-69.4% | $4,299-73.2% |
| Participant deferral / active EE | $1,289 | $5,564-76.8% | $5,116-74.8% | $6,507-80.2% |
| Admin fee / account holder | $1,237 | $9,860-87.5% | $8,919-86.1% | $12,624-90.2% |