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 | $32,112 | $76,367-58.0% | $93,606-65.7% | $72,985-56.0% |
| Participation rate | 97.4% | 71.7%+25.6pp | 75.8%+21.5pp | 69.5%+27.9pp |
| Annual return | 18.39% | 25.82%-7.4pp | 32.76%-14.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $492 | $2,275-78.4% | $2,718-81.9% | $2,440-79.8% |
| Participant deferral / active EE | $957 | $3,538-72.9% | $4,069-76.5% | $3,607-73.5% |
| Admin fee / account holder | $1,424 | $6,838-79.2% | $7,888-81.9% | $5,124-72.2% |