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 | $45,533 | $232,540-80.4% | $185,117-75.4% | $147,584-69.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 13.36% | 43.03%-29.7pp | 40.50%-27.1pp | 578.55%-565.2pp |
| Employer contribution / active EE | $498 | $5,195-90.4% | $4,182-88.1% | $4,876-89.8% |
| Participant deferral / active EE | $485 | $5,834-91.7% | $5,045-90.4% | $5,439-91.1% |
| Admin fee / account holder | $4,160 | $10,275-59.5% | $8,159-49.0% | $10,885-61.8% |