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 | $131,550 | $91,552+43.7% | $133,956-1.8% | $79,858+64.7% |
| Participation rate | 90.3% | 73.3%+16.9pp | 79.8%+10.4pp | 69.6%+20.6pp |
| Annual return | 26.39% | 61.85%-35.5pp | 45.09%-18.7pp | 31.71%-5.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,602 | $3,733-57.1% | $5,048-68.3% | $3,740-57.2% |
| Admin fee / account holder | $1,027 | $6,321-83.8% | $8,927-88.5% | $5,306-80.7% |