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 | $46,045 | $109,327-57.9% | $89,391-48.5% | $158,922-71.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 16.20% | 345.68%-329.5pp | 245.62%-229.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $630 | $4,598-86.3% | $3,890-83.8% | $5,982-89.5% |
| Admin fee / account holder | $2,979 | $6,153-51.6% | $4,881-39.0% | $11,246-73.5% |