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 | $29,181 | $109,817-73.4% | $98,442-70.4% | $167,490-82.6% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 11.46% | 1956.69%-1945.2pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,012 | $3,224-6.6% | $2,960+1.8% | $4,837-37.7% |
| Participant deferral / active EE | $215 | $4,673-95.4% | $4,276-95.0% | $6,341-96.6% |
| Admin fee / account holder | $316 | $6,753-95.3% | $5,949-94.7% | $12,309-97.4% |