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 | $44,427 | $88,707-49.9% | $74,183-40.1% | $273,961-83.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 7.69% | 11.94%-4.3pp | 17.74%-10.0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $566 | $3,159-82.1% | $2,370-76.1% | $4,869-88.4% |
| Participant deferral / active EE | $1,133 | $4,212-73.1% | $3,550-68.1% | $5,287-78.6% |
| Admin fee / account holder | $5,350 | $8,717-38.6% | $5,586-4.2% | $10,132-47.2% |