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 | $28,321 | $91,538-69.1% | $129,995-78.2% | $75,163-62.3% |
| Participation rate | 81.6% | 71.4%+10.2pp | 78.5%+3.1pp | 67.2%+14.4pp |
| Annual return | 15.74% | -631.11%+646.9pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $808 | $2,845-71.6% | $4,320-81.3% | $2,670-69.7% |
| Participant deferral / active EE | $1,852 | $4,341-57.3% | $5,820-68.2% | $4,125-55.1% |
| Admin fee / account holder | $5,499 | $6,790-19.0% | $10,614-48.2% | $5,651-2.7% |