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 | $36,436 | $96,557-62.3% | $80,975-55.0% | $273,961-86.7% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 5.19% | 15.14%-10.0pp | 17.10%-11.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $351 | $6,598-94.7% | $5,696-93.8% | $5,287-93.4% |
| Admin fee / account holder | $7,183 | $7,492-4.1% | $5,516+30.2% | $10,132-29.1% |