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 | $37,871 | $91,037-58.4% | $71,671-47.2% | $147,584-74.3% |
| Participation rate | 76.9% | 76.1%+0.8pp | 68.7%+8.2pp | 82.8%-5.9pp |
| Annual return | 13.48% | 20.48%-7.0pp | 20.65%-7.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $631 | $4,498-86.0% | $3,438-81.7% | $5,439-88.4% |
| Admin fee / account holder | $9,751 | $8,613+13.2% | $5,558+75.4% | $10,885-10.4% |