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 | $47,163 | $93,346-49.5% | $71,796-34.3% | $273,961-82.8% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 3.85% | 130.39%-126.5pp | 78.04%-74.2pp | 41.45%-37.6pp |
| Employer contribution / active EE | $710 | $2,733-74.0% | $1,924-63.1% | $4,869-85.4% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,910 | $6,571+142.1% | $4,815+230.4% | $10,132+57.0% |