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 | $30,219 | $150,440-79.9% | $136,294-77.8% | $147,584-79.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.04% | 1049.08%-1033.0pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,262 | $5,256-76.0% | $4,695-73.1% | $4,876-74.1% |
| Participant deferral / active EE | $1,333 | $6,630-79.9% | $6,247-78.7% | $5,439-75.5% |
| Admin fee / account holder | $475 | $10,905-95.6% | $9,243-94.9% | $10,885-95.6% |