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 | $38,124 | $114,237-66.6% | $119,258-68.0% | $167,490-77.2% |
| Participation rate | 78.9% | 83.7%-4.8pp | 82.7%-3.8pp | 82.1%-3.2pp |
| Annual return | 16.08% | 29.87%-13.8pp | 30.69%-14.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $4,243 | $4,481-5.3% | $4,384-3.2% | $4,837-12.3% |
| Participant deferral / active EE | $1,308 | $6,084-78.5% | $6,111-78.6% | $6,341-79.4% |
| Admin fee / account holder | $1,594 | $8,932-82.2% | $7,226-77.9% | $12,309-87.0% |