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 | $48,213 | $124,281-61.2% | $109,143-55.8% | $167,490-71.2% |
| Participation rate | 89.5% | 79.4%+10.0pp | 75.9%+13.6pp | 82.1%+7.4pp |
| Annual return | 24.09% | 26.04%-1.9pp | 25.75%-1.7pp | 478.56%-454.5pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,212 | $5,255-76.9% | $4,653-73.9% | $6,341-80.9% |
| Admin fee / account holder | $1,575 | $7,970-80.2% | $6,752-76.7% | $12,309-87.2% |