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 | $64,664 | $153,772-57.9% | $133,980-51.7% | $273,961-76.4% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.1%-0.1pp | 83.0%+3.9pp |
| Annual return | 6.28% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,522 | $6,029-74.8% | $5,211-70.8% | $4,869-68.7% |
| Participant deferral / active EE | $1,061 | $6,958-84.8% | $6,282-83.1% | $5,287-79.9% |
| Admin fee / account holder | $1,280 | $11,765-89.1% | $9,324-86.3% | $10,132-87.4% |