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 | $111,535-88.4% | $105,223-87.7% | $137,256-90.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 13.73% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,150 | $3,939-70.8% | $3,689-68.8% | $4,156-72.3% |
| Participant deferral / active EE | $1,289 | $5,500-76.6% | $5,072-74.6% | $6,407-79.9% |
| Admin fee / account holder | $1,237 | $9,721-87.3% | $8,859-86.0% | $12,270-89.9% |