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 | $73,226 | $135,952-46.1% | $123,892-40.9% | $273,961-73.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.27% | 56.63%-52.4pp | 47.52%-43.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $13,082 | $5,170+153.0% | $4,617+183.3% | $4,869+168.7% |
| Participant deferral / active EE | $1,165 | $6,343-81.6% | $5,984-80.5% | $5,287-78.0% |
| Admin fee / account holder | $3,194 | $9,817-67.5% | $8,357-61.8% | $10,132-68.5% |