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 | $63,596 | $88,707-28.3% | $74,183-14.3% | $273,961-76.8% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 8.27% | 11.94%-3.7pp | 17.74%-9.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $510 | $4,212-87.9% | $3,550-85.6% | $5,287-90.3% |
| Admin fee / account holder | $1,333 | $8,717-84.7% | $5,586-76.1% | $10,132-86.8% |