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 7-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 | $42,208 | $124,185-66.0% | $108,410-61.1% | $167,490-74.8% |
| Participation rate | 76.9% | 82.3%-5.4pp | 80.1%-3.2pp | 82.1%-5.2pp |
| Annual return | 12.63% | 1379.64%-1367.0pp | 905.27%-892.6pp | 478.56%-465.9pp |
| Employer contribution / active EE | $561 | $4,187-86.6% | $3,558-84.2% | $4,837-88.4% |
| Participant deferral / active EE | $1,608 | $6,908-76.7% | $6,563-75.5% | $6,341-74.6% |
| Admin fee / account holder | $6,157 | $9,455-34.9% | $7,295-15.6% | $12,309-50.0% |