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 | $169,982 | $95,561+77.9% | $77,163+120.3% | $139,434+21.9% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 20.29% | 54.92%-34.6pp | 37.87%-17.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $650 | $4,624-85.9% | $3,833-83.0% | $6,710-90.3% |
| Admin fee / account holder | $15,111 | $8,295+82.2% | $5,472+176.1% | $11,403+32.5% |