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 | $46,038 | $132,239-65.2% | $105,722-56.5% | $273,961-83.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.21% | 10.07%-3.9pp | 12.25%-6.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $3,339 | $4,867-31.4% | $4,079-18.1% | $4,869-31.4% |
| Participant deferral / active EE | $558 | $6,233-91.1% | $5,326-89.5% | $5,287-89.5% |
| Admin fee / account holder | $3,487 | $12,032-71.0% | $8,308-58.0% | $10,132-65.6% |