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 | $45,504 | $214,378-78.8% | $200,582-77.3% | $142,382-68.0% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 13.79% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,122 | $9,865-78.5% | $9,331-77.3% | $6,507-67.4% |
| Admin fee / account holder | $1,431 | $17,692-91.9% | $16,305-91.2% | $12,624-88.7% |