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 | $42,555 | $72,492-41.3% | $87,100-51.1% | $72,985-41.7% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 18.34% | 24.46%-6.1pp | 28.19%-9.9pp | 81.00%-62.7pp |
| Employer contribution / active EE | $993 | $1,894-47.6% | $2,521-60.6% | $2,440-59.3% |
| Participant deferral / active EE | $1,407 | $3,270-57.0% | $4,049-65.2% | $3,607-61.0% |
| Admin fee / account holder | $2,612 | $5,055-48.3% | $7,497-65.2% | $5,124-49.0% |