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 | $32,540 | $77,634-58.1% | $156,549-79.2% | $62,891-48.3% |
| Participation rate | 97.4% | 71.2%+26.2pp | 84.0%+13.4pp | 69.3%+28.1pp |
| Annual return | 8.30% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,076 | $3,444-39.7% | $5,501-62.3% | $2,281-9.0% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,672 | $5,561-52.0% | $13,027-79.5% | $4,296-37.8% |