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 | $58,272 | $98,240-40.7% | $82,313-29.2% | $147,584-60.5% |
| Participation rate | 70.8% | 79.7%-8.9pp | 76.9%-6.1pp | 82.8%-12.0pp |
| Annual return | 19.17% | 30.85%-11.7pp | 25.88%-6.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,129 | $4,383-74.2% | $3,706-69.5% | $5,439-79.2% |
| Admin fee / account holder | $797 | $8,563-90.7% | $5,608-85.8% | $10,885-92.7% |