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 | $66,963 | $95,803-30.1% | $113,168-40.8% | $84,808-21.0% |
| Participation rate | 76.3% | 72.9%+3.5pp | 76.6%-0.2pp | 68.3%+8.0pp |
| Annual return | 16.75% | 25.00%-8.3pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,947 | $4,242-54.1% | $5,107-61.9% | $4,212-53.8% |
| Admin fee / account holder | $1,138 | $8,989-87.3% | $12,068-90.6% | $7,344-84.5% |