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 | $70,920 | $153,772-53.9% | $133,980-47.1% | $273,961-74.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.56% | 36.51%-24.0pp | 29.30%-16.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $6,000 | $6,029-0.5% | $5,211+15.1% | $4,869+23.2% |
| Participant deferral / active EE | $260 | $6,958-96.3% | $6,282-95.9% | $5,287-95.1% |
| Admin fee / account holder | $2,981 | $11,765-74.7% | $9,324-68.0% | $10,132-70.6% |