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 | $70,964 | $124,281-42.9% | $109,143-35.0% | $167,490-57.6% |
| Participation rate | 70.6% | 79.4%-8.9pp | 75.9%-5.3pp | 82.1%-11.5pp |
| Annual return | 14.29% | 26.04%-11.7pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,053 | $4,207-75.0% | $3,722-71.7% | $4,837-78.2% |
| Participant deferral / active EE | $1,066 | $5,255-79.7% | $4,653-77.1% | $6,341-83.2% |
| Admin fee / account holder | $8,812 | $7,970+10.6% | $6,752+30.5% | $12,309-28.4% |