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 | $96,666 | $62,586+54.5% | $76,768+25.9% | $64,186+50.6% |
| Participation rate | 98.8% | 72.8%+26.0pp | 77.0%+21.9pp | 69.6%+29.3pp |
| Annual return | 9.33% | -1.95%+11.3pp | 2.43%+6.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $593 | $1,832-67.6% | $2,485-76.1% | $2,381-75.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,057 | $4,667-34.5% | $6,675-54.2% | $4,888-37.5% |