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 | $75,302 | $95,803-21.4% | $113,168-33.5% | $84,808-11.2% |
| Participation rate | 84.7% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.4pp |
| Annual return | 13.77% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,391 | $4,242-67.2% | $5,107-72.8% | $4,212-67.0% |
| Admin fee / account holder | $5,978 | $8,989-33.5% | $12,068-50.5% | $7,344-18.6% |