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 | $43,327 | $69,207-37.4% | $64,056-32.4% | $139,434-68.9% |
| Participation rate | 84.6% | 75.6%+9.0pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 13.49% | 45.88%-32.4pp | 33.69%-20.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $738 | $4,682-84.2% | $3,880-81.0% | $6,710-89.0% |
| Admin fee / account holder | $762 | $4,244-82.0% | $3,068-75.2% | $11,403-93.3% |