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 | $55,778 | $65,041-14.2% | $90,951-38.7% | $79,858-30.2% |
| Participation rate | 77.3% | 61.6%+15.7pp | 69.0%+8.3pp | 69.6%+7.6pp |
| Annual return | 13.85% | 30.45%-16.6pp | 134.60%-120.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,833 | $1,247+47.0% | $2,122-13.6% | $2,471-25.8% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,759 | $4,536-61.2% | $5,959-70.5% | $5,306-66.9% |