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 | $67,937 | $100,970-32.7% | $96,576-29.7% | $137,256-50.5% |
| Participation rate | 81.3% | 82.6%-1.4pp | 81.4%-0.2pp | 80.0%+1.3pp |
| Annual return | 15.44% | 38.16%-22.7pp | 38.47%-23.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $646 | $3,809-83.0% | $3,553-81.8% | $4,156-84.4% |
| Participant deferral / active EE | $1,795 | $8,286-78.3% | $7,956-77.4% | $6,407-72.0% |
| Admin fee / account holder | $30,707 | $11,312+171.5% | $11,381+169.8% | $12,270+150.3% |