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 | $17,816 | $99,341-82.1% | $84,750-79.0% | $273,961-93.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.23% | 22.93%-20.7pp | 22.78%-20.6pp | 41.45%-39.2pp |
| Employer contribution / active EE | $853 | $4,214-79.8% | $3,574-76.1% | $4,869-82.5% |
| Participant deferral / active EE | $950 | $4,269-77.7% | $3,712-74.4% | $5,287-82.0% |
| Admin fee / account holder | $1,065 | $6,644-84.0% | $5,332-80.0% | $10,132-89.5% |