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 | $31,950 | $49,227-35.1% | $70,449-54.6% | $79,858-60.0% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 69.6%+26.5pp |
| Annual return | 18.33% | 30.06%-11.7pp | 109.03%-90.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $433 | $2,099-79.4% | $2,737-84.2% | $2,471-82.5% |
| Participant deferral / active EE | $433 | $2,768-84.3% | $3,709-88.3% | $3,740-88.4% |
| Admin fee / account holder | $666 | $2,878-76.9% | $3,845-82.7% | $5,306-87.4% |