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 | $64,457 | $103,376-37.6% | $87,100-26.0% | $152,861-57.8% |
| Participation rate | 78.3% | 79.3%-1.1pp | 76.9%+1.4pp | 82.4%-4.2pp |
| Annual return | 16.52% | 28.10%-11.6pp | 28.19%-11.7pp | 345.32%-328.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $912 | $4,778-80.9% | $4,049-77.5% | $5,850-84.4% |
| Admin fee / account holder | $1,774 | $12,205-85.5% | $7,497-76.3% | $11,596-84.7% |