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 | $15,268 | $77,730-80.4% | $70,164-78.2% | $139,434-89.1% |
| Participation rate | 78.6% | 83.2%-4.6pp | 78.8%-0.3pp | 80.3%-1.7pp |
| Annual return | 18.18% | 18.98%-0.8pp | 18.87%-0.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,394 | $4,990-52.0% | $4,287-44.1% | $4,751-49.6% |
| Participant deferral / active EE | $777 | $6,448-88.0% | $5,395-85.6% | $6,710-88.4% |
| Admin fee / account holder | $859 | $5,368-84.0% | $4,561-81.2% | $11,403-92.5% |