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 9-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 | $99,757 | $115,770-13.8% | $101,248-1.5% | $158,922-37.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 11.32% | 56.14%-44.8pp | 46.47%-35.1pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,042 | $4,175-75.1% | $3,660-71.5% | $4,761-78.1% |
| Participant deferral / active EE | $1,229 | $4,957-75.2% | $4,370-71.9% | $5,982-79.5% |
| Admin fee / account holder | $2,605 | $7,245-64.0% | $5,945-56.2% | $11,246-76.8% |