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 8-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 | $77,162 | $96,484-20.0% | $75,886+1.7% | $152,861-49.5% |
| Participation rate | 82.4% | 76.2%+6.2pp | 69.3%+13.1pp | 82.4%-0.1pp |
| Annual return | 19.72% | 33.98%-14.3pp | 30.76%-11.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $681 | $3,309-79.4% | $2,500-72.8% | $4,762-85.7% |
| Participant deferral / active EE | $882 | $4,553-80.6% | $3,603-75.5% | $5,850-84.9% |
| Admin fee / account holder | $1,228 | $8,078-84.8% | $5,418-77.3% | $11,596-89.4% |