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 | $47,442 | $135,952-65.1% | $123,892-61.7% | $273,961-82.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.06% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $4,037 | $5,170-21.9% | $4,617-12.6% | $4,869-17.1% |
| Participant deferral / active EE | $160 | $6,343-97.5% | $5,984-97.3% | $5,287-97.0% |
| Admin fee / account holder | $786 | $9,817-92.0% | $8,357-90.6% | $10,132-92.2% |