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 | $46,081 | $63,355-27.3% | $91,989-49.9% | $72,985-36.9% |
| Participation rate | 87.5% | 72.5%+15.0pp | 78.6%+8.9pp | 69.5%+18.0pp |
| Annual return | 20.80% | 35.35%-14.5pp | 69.02%-48.2pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,032 | $4,883-58.4% | $5,923-65.7% | $3,607-43.7% |
| Admin fee / account holder | $1,497 | $4,668-67.9% | $7,743-80.7% | $5,124-70.8% |