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 | $25,082 | $112,096-77.6% | $95,952-73.9% | $158,922-84.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 11.74% | 171.09%-159.4pp | 91.61%-79.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $643 | $3,198-79.9% | $2,541-74.7% | $4,761-86.5% |
| Participant deferral / active EE | $988 | $4,784-79.3% | $4,167-76.3% | $5,982-83.5% |
| Admin fee / account holder | $345 | $10,130-96.6% | $6,795-94.9% | $11,246-96.9% |