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 6-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 | $43,372 | $210,648-79.4% | $177,989-75.6% | $145,922-70.3% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 14.66% | 385.86%-371.2pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $896 | $4,565-80.4% | $3,949-77.3% | $4,660-80.8% |
| Participant deferral / active EE | $1,205 | $6,958-82.7% | $6,276-80.8% | $6,688-82.0% |
| Admin fee / account holder | $3,758 | $12,013-68.7% | $10,363-63.7% | $13,397-71.9% |