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 | $68,616 | $152,587-55.0% | $125,175-45.2% | $152,861-55.1% |
| Participation rate | 73.7% | 83.3%-9.7pp | 79.8%-6.1pp | 82.4%-8.8pp |
| Annual return | 21.97% | 54.84%-32.9pp | 43.79%-21.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,483 | $5,868-74.7% | $4,937-70.0% | $5,850-74.7% |
| Admin fee / account holder | $524 | $13,434-96.1% | $9,702-94.6% | $11,596-95.5% |