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 | $56,433 | $115,882-51.3% | $100,516-43.9% | $158,922-64.5% |
| Participation rate | 73.9% | 81.6%-7.7pp | 79.4%-5.5pp | 82.0%-8.0pp |
| Annual return | 16.50% | 34.79%-18.3pp | 30.89%-14.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,283 | $4,103-68.7% | $3,418-62.5% | $4,761-73.1% |
| Participant deferral / active EE | $1,712 | $6,674-74.3% | $6,270-72.7% | $5,982-71.4% |
| Admin fee / account holder | $1,363 | $10,995-87.6% | $8,081-83.1% | $11,246-87.9% |