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 | $54,898 | $179,726-69.5% | $156,263-64.9% | $142,382-61.4% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.9%-8.3pp | 80.1%-9.5pp |
| Annual return | 14.92% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,355 | $6,956-80.5% | $6,158-78.0% | $6,507-79.2% |
| Admin fee / account holder | $2,112 | $17,272-87.8% | $14,255-85.2% | $12,624-83.3% |