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 | $93,697 | $88,707+5.6% | $74,183+26.3% | $273,961-65.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.80% | 11.94%-9.1pp | 17.74%-14.9pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,418 | $3,159-23.5% | $2,370+2.0% | $4,869-50.3% |
| Participant deferral / active EE | $1,010 | $4,212-76.0% | $3,550-71.5% | $5,287-80.9% |
| Admin fee / account holder | $3,894 | $8,717-55.3% | $5,586-30.3% | $10,132-61.6% |