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 | $82,313 | $87,841-6.3% | $133,980-38.6% | $62,891+30.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.67% | 12.05%-4.4pp | 29.30%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,007 | $3,483-13.7% | $5,211-42.3% | $2,281+31.8% |
| Participant deferral / active EE | $408 | $4,812-91.5% | $6,282-93.5% | $3,203-87.2% |
| Admin fee / account holder | $3,231 | $5,371-39.8% | $9,324-65.4% | $4,296-24.8% |