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 5-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 | $19,282 | $111,535-82.7% | $105,223-81.7% | $137,256-86.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 17.49% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $997 | $3,939-74.7% | $3,689-73.0% | $4,156-76.0% |
| Participant deferral / active EE | $1,461 | $5,500-73.4% | $5,072-71.2% | $6,407-77.2% |
| Admin fee / account holder | $3,796 | $9,721-61.0% | $8,859-57.1% | $12,270-69.1% |