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 | $33,663 | $87,540-61.5% | $75,781-55.6% | $125,391-73.2% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | 6.87% | 13.48%-6.6pp | 9.68%-2.8pp | 282.22%-275.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $412 | $4,229-90.3% | $3,651-88.7% | $5,352-92.3% |
| Admin fee / account holder | $6,911 | $6,502+6.3% | $5,299+30.4% | $9,540-27.6% |