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 8-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 | $35,831 | $64,307-44.3% | $57,343-37.5% | $125,391-71.4% |
| Participation rate | 84.2% | 78.6%+5.6pp | 75.1%+9.1pp | 83.2%+1.0pp |
| Annual return | 2.48% | 25.12%-22.6pp | 24.39%-21.9pp | 282.22%-279.7pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $570 | $3,848-85.2% | $3,162-82.0% | $5,352-89.3% |
| Admin fee / account holder | $1,118 | $5,242-78.7% | $3,356-66.7% | $9,540-88.3% |