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 | $36,732 | $116,175-68.4% | $93,606-60.8% | $152,861-76.0% |
| Participation rate | 76.9% | 78.0%-1.1pp | 75.8%+1.1pp | 82.4%-5.5pp |
| Annual return | 19.65% | 35.96%-16.3pp | 32.76%-13.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $603 | $3,218-81.3% | $2,718-77.8% | $4,762-87.3% |
| Participant deferral / active EE | $743 | $4,603-83.9% | $4,069-81.7% | $5,850-87.3% |
| Admin fee / account holder | $6,994 | $10,748-34.9% | $7,888-11.3% | $11,596-39.7% |