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 | $26,094 | $77,899-66.5% | $149,673-82.6% | $75,163-65.3% |
| Participation rate | 98.8% | 65.6%+33.2pp | 78.8%+20.0pp | 67.2%+31.6pp |
| Annual return | 14.90% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,654 | $3,137-15.4% | $4,818-44.9% | $2,670-0.6% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,122 | $5,956-64.4% | $13,210-83.9% | $5,651-62.4% |