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 | $31,694 | $149,734-78.8% | $118,925-73.3% | $158,922-80.1% |
| Participation rate | 70.6% | 82.1%-11.5pp | 75.4%-4.8pp | 82.0%-11.4pp |
| Annual return | 11.39% | 19.95%-8.6pp | 35.88%-24.5pp | 302.83%-291.4pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $605 | $5,223-88.4% | $4,265-85.8% | $5,982-89.9% |
| Admin fee / account holder | $315 | $8,603-96.3% | $6,581-95.2% | $11,246-97.2% |