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 | $42,884 | $99,079-56.7% | $77,999-45.0% | $273,961-84.3% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.5%+18.2pp | 83.0%+10.7pp |
| Annual return | 6.85% | 217.93%-211.1pp | 425.96%-419.1pp | 41.45%-34.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $964 | $4,306-77.6% | $3,497-72.4% | $5,287-81.8% |
| Admin fee / account holder | $1,011 | $8,954-88.7% | $5,480-81.6% | $10,132-90.0% |