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 | $74,396 | $78,926-5.7% | $136,749-45.6% | $84,808-12.3% |
| Participation rate | 93.9% | 62.2%+31.8pp | 72.1%+21.8pp | 68.3%+25.6pp |
| Annual return | 17.22% | 18.17%-1.0pp | 24.33%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,582 | $2,134-25.9% | $3,400-53.5% | $2,631-39.9% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,782 | $6,369-72.0% | $11,386-84.4% | $7,344-75.7% |