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 | $87,982 | $103,376-14.9% | $87,100+1.0% | $152,861-42.4% |
| Participation rate | 78.3% | 79.3%-1.1pp | 76.9%+1.4pp | 82.4%-4.2pp |
| Annual return | 21.70% | 28.10%-6.4pp | 28.19%-6.5pp | 345.32%-323.6pp |
| Employer contribution / active EE | $944 | $3,220-70.7% | $2,521-62.6% | $4,762-80.2% |
| Participant deferral / active EE | $923 | $4,778-80.7% | $4,049-77.2% | $5,850-84.2% |
| Admin fee / account holder | $25,552 | $12,205+109.4% | $7,497+240.8% | $11,596+120.3% |