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 | $70,372 | $96,557-27.1% | $80,975-13.1% | $273,961-74.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.08% | 15.14%-10.1pp | 17.10%-12.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $945 | $4,868-80.6% | $3,714-74.6% | $4,869-80.6% |
| Participant deferral / active EE | $1,540 | $6,598-76.7% | $5,696-73.0% | $5,287-70.9% |
| Admin fee / account holder | $6,350 | $7,492-15.2% | $5,516+15.1% | $10,132-37.3% |