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 | $61,356 | $111,301-44.9% | $112,977-45.7% | $158,922-61.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.6%-7.6pp | 82.0%-7.0pp |
| Annual return | 11.14% | 26.40%-15.3pp | 24.24%-13.1pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,597 | $4,471-64.3% | $4,255-62.5% | $4,761-66.5% |
| Participant deferral / active EE | $1,718 | $5,880-70.8% | $5,836-70.6% | $5,982-71.3% |
| Admin fee / account holder | $401 | $8,392-95.2% | $6,294-93.6% | $11,246-96.4% |