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 | $35,612 | $89,753-60.3% | $107,525-66.9% | $84,808-58.0% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 17.87% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,230 | $4,056-69.7% | $5,116-76.0% | $4,212-70.8% |
| Admin fee / account holder | $1,563 | $7,222-78.4% | $8,919-82.5% | $7,344-78.7% |