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 | $19,571 | $133,922-85.4% | $116,228-83.2% | $142,382-86.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.6%-4.6pp | 80.1%-10.1pp |
| Annual return | 11.19% | 147.76%-136.6pp | 90.06%-78.9pp | 217.08%-205.9pp |
| Employer contribution / active EE | $728 | $3,446-78.9% | $2,994-75.7% | $4,299-83.1% |
| Participant deferral / active EE | $887 | $5,672-84.4% | $4,953-82.1% | $6,507-86.4% |
| Admin fee / account holder | $6,240 | $14,945-58.2% | $11,989-48.0% | $12,624-50.6% |