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 | $71,094 | $80,968-12.2% | $96,544-26.4% | $75,163-5.4% |
| Participation rate | 75.9% | 71.8%+4.1pp | 76.0%-0.1pp | 67.2%+8.7pp |
| Annual return | 14.96% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,603 | $2,282-29.7% | $2,965-45.9% | $2,670-39.9% |
| Participant deferral / active EE | $1,415 | $3,928-64.0% | $4,851-70.8% | $4,125-65.7% |
| Admin fee / account holder | $2,905 | $6,724-56.8% | $8,252-64.8% | $5,651-48.6% |