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 | $34,825 | $135,952-74.4% | $123,892-71.9% | $273,961-87.3% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 14.77% | 56.63%-41.9pp | 47.52%-32.7pp | 41.45%-26.7pp |
| Employer contribution / active EE | $12,097 | $5,170+134.0% | $4,617+162.0% | $4,869+148.5% |
| Participant deferral / active EE | $1,653 | $6,343-73.9% | $5,984-72.4% | $5,287-68.7% |
| Admin fee / account holder | $1,028 | $9,817-89.5% | $8,357-87.7% | $10,132-89.9% |