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 | $70,869 | $113,339-37.5% | $94,993-25.4% | $147,584-52.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 9.40% | 20.77%-11.4pp | 27.12%-17.7pp | 578.55%-569.2pp |
| Employer contribution / active EE | $807 | $3,160-74.5% | $2,603-69.0% | $4,876-83.4% |
| Participant deferral / active EE | $132 | $3,777-96.5% | $3,317-96.0% | $5,439-97.6% |
| Admin fee / account holder | $3,061 | $6,063-49.5% | $4,960-38.3% | $10,885-71.9% |