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 | $96,459 | $124,425-22.5% | $112,040-13.9% | $137,256-29.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 11.97% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,304 | $5,718-77.2% | $5,098-74.4% | $6,407-79.6% |
| Admin fee / account holder | $1,384 | $15,207-90.9% | $12,098-88.6% | $12,270-88.7% |