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 | $76,955 | $94,625-18.7% | $116,228-33.8% | $84,808-9.3% |
| Participation rate | 72.4% | 70.4%+2.0pp | 74.6%-2.1pp | 68.3%+4.1pp |
| Annual return | 17.50% | 20.40%-2.9pp | 90.06%-72.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,323 | $3,972-66.7% | $4,953-73.3% | $4,212-68.6% |
| Admin fee / account holder | $2,326 | $10,091-76.9% | $11,989-80.6% | $7,344-68.3% |