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 | $104,255 | $181,894-42.7% | $156,549-33.4% | $273,961-61.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.77% | 30.74%-27.0pp | 32.23%-28.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $5,085 | $6,248-18.6% | $5,501-7.6% | $4,869+4.4% |
| Participant deferral / active EE | $1,183 | $5,550-78.7% | $4,871-75.7% | $5,287-77.6% |
| Admin fee / account holder | $1,491 | $15,559-90.4% | $13,027-88.6% | $10,132-85.3% |