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 | $75,879 | $167,484-54.7% | $151,611-50.0% | $134,475-43.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 4.80% | 7.80%-3.0pp | 3.33%+1.5pp | 417.96%-413.2pp |
| Employer contribution / active EE | $6,000 | $6,829-12.1% | $6,166-2.7% | $4,740+26.6% |
| Participant deferral / active EE | $2,603 | $8,986-71.0% | $8,363-68.9% | $6,400-59.3% |
| Admin fee / account holder | $23,216 | $13,783+68.4% | $11,616+99.9% | $11,426+103.2% |