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 5-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 | $80,699 | $127,065-36.5% | $113,168-28.7% | $142,382-43.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.82% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,336 | $3,442-61.2% | $2,975-55.1% | $4,299-68.9% |
| Participant deferral / active EE | $1,789 | $5,716-68.7% | $5,107-65.0% | $6,507-72.5% |
| Admin fee / account holder | $732 | $15,736-95.4% | $12,068-93.9% | $12,624-94.2% |