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 | $66,907 | $47,944+39.6% | $67,834-1.4% | $62,891+6.4% |
| Participation rate | 80.0% | 61.1%+18.9pp | 68.8%+11.2pp | 69.3%+10.7pp |
| Annual return | 7.67% | 11.77%-4.1pp | 138.47%-130.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $782 | $2,247-65.2% | $3,160-75.3% | $3,203-75.6% |
| Admin fee / account holder | $431 | $3,712-88.4% | $4,622-90.7% | $4,296-90.0% |