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 | $45,346 | $153,772-70.5% | $133,980-66.2% | $273,961-83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.88% | 36.51%-25.6pp | 29.30%-18.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,880 | $6,029-68.8% | $5,211-63.9% | $4,869-61.4% |
| Participant deferral / active EE | $1,959 | $6,958-71.9% | $6,282-68.8% | $5,287-63.0% |
| Admin fee / account holder | $1,675 | $11,765-85.8% | $9,324-82.0% | $10,132-83.5% |