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 | $69,222 | $112,729-38.6% | $98,716-29.9% | $137,256-49.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 16.16% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,053 | $4,640-77.3% | $4,048-74.0% | $6,407-83.6% |
| Admin fee / account holder | $1,974 | $10,129-80.5% | $8,703-77.3% | $12,270-83.9% |