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 | $145,865 | $117,381+24.3% | $99,443+46.7% | $152,861-4.6% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.4%-11.0pp |
| Annual return | 13.68% | 31.87%-18.2pp | 30.72%-17.0pp | 345.32%-331.6pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $673 | $4,086-83.5% | $3,619-81.4% | $5,850-88.5% |
| Admin fee / account holder | $39,070 | $7,631+412.0% | $6,250+525.1% | $11,596+236.9% |