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 | $63,347 | $148,534-57.4% | $135,903-53.4% | $139,434-54.6% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 12.50% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,512 | $5,243-71.2% | $4,856-68.9% | $4,751-68.2% |
| Participant deferral / active EE | $2,229 | $8,100-72.5% | $7,758-71.3% | $6,710-66.8% |
| Admin fee / account holder | $1,652 | $12,400-86.7% | $10,762-84.6% | $11,403-85.5% |