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 | $62,706 | $67,606-7.2% | $82,313-23.8% | $70,131-10.6% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+11.9pp |
| Annual return | 49.29% | 21.57%+27.7pp | 25.88%+23.4pp | 73.14%-23.9pp |
| Employer contribution / active EE | $903 | $1,755-48.5% | $2,428-62.8% | $2,342-61.4% |
| Participant deferral / active EE | $1,220 | $2,987-59.2% | $3,706-67.1% | $3,332-63.4% |
| Admin fee / account holder | $10,260 | $4,512+127.4% | $5,608+83.0% | $4,645+120.9% |