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 | $45,621 | $87,733-48.0% | $106,548-57.2% | $85,850-46.9% |
| Participation rate | 96.2% | 71.9%+24.2pp | 76.1%+20.0pp | 69.3%+26.8pp |
| Annual return | 11.15% | 21.86%-10.7pp | 26.80%-15.7pp | 318.53%-307.4pp |
| Employer contribution / active EE | $521 | $2,073-74.9% | $2,819-81.5% | $2,565-79.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $462 | $6,767-93.2% | $7,407-93.8% | $6,260-92.6% |