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 | $41,132 | $153,772-73.3% | $133,980-69.3% | $273,961-85.0% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.1%-6.1pp | 83.0%-2.1pp |
| Annual return | 4.67% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,122 | $6,958-69.5% | $6,282-66.2% | $5,287-59.9% |
| Admin fee / account holder | $1,204 | $11,765-89.8% | $9,324-87.1% | $10,132-88.1% |