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 | $75,938 | $78,422-3.2% | $95,952-20.9% | $79,858-4.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.87% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $657 | $1,945-66.2% | $2,541-74.1% | $2,471-73.4% |
| Participant deferral / active EE | $1,338 | $3,440-61.1% | $4,167-67.9% | $3,740-64.2% |
| Admin fee / account holder | $1,127 | $5,622-80.0% | $6,795-83.4% | $5,306-78.8% |