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 | $51,605 | $99,652-48.2% | $78,778-34.5% | $147,584-65.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 17.29% | 47.28%-30.0pp | 35.62%-18.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $536 | $2,796-80.8% | $1,986-73.0% | $4,876-89.0% |
| Participant deferral / active EE | $536 | $3,664-85.4% | $2,958-81.9% | $5,439-90.2% |
| Admin fee / account holder | $1,699 | $7,155-76.3% | $5,134-66.9% | $10,885-84.4% |