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 | $25,216 | $79,557-68.3% | $118,746-78.8% | $70,131-64.0% |
| Participation rate | 97.0% | 71.4%+25.6pp | 78.3%+18.7pp | 69.5%+27.4pp |
| Annual return | 13.77% | 25.64%-11.9pp | 24.54%-10.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,410 | $2,861-50.7% | $4,193-66.4% | $2,342-39.8% |
| Participant deferral / active EE | $1,297 | $4,089-68.3% | $5,332-75.7% | $3,332-61.1% |
| Admin fee / account holder | $1,408 | $5,374-73.8% | $10,720-86.9% | $4,645-69.7% |