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 | $36,209 | $102,966-64.8% | $90,281-59.9% | $152,861-76.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 16.23% | 95.16%-78.9pp | 78.10%-61.9pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,398 | $3,139-55.5% | $2,854-51.0% | $4,762-70.7% |
| Participant deferral / active EE | $683 | $4,281-84.1% | $3,885-82.4% | $5,850-88.3% |
| Admin fee / account holder | $4,556 | $6,171-26.2% | $5,351-14.9% | $11,596-60.7% |