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 | $35,577 | $127,065-72.0% | $113,168-68.6% | $142,382-75.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 11.78% | 24.03%-12.2pp | 24.27%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,062 | $3,442-69.2% | $2,975-64.3% | $4,299-75.3% |
| Participant deferral / active EE | $1,402 | $5,716-75.5% | $5,107-72.6% | $6,507-78.5% |
| Admin fee / account holder | $2,326 | $15,736-85.2% | $12,068-80.7% | $12,624-81.6% |