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 | $59,107 | $167,484-64.7% | $151,611-61.0% | $134,475-56.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.12% | 7.80%-11.9pp | 3.33%-7.4pp | 417.96%-422.1pp |
| Employer contribution / active EE | $1,932 | $6,829-71.7% | $6,166-68.7% | $4,740-59.2% |
| Participant deferral / active EE | $554 | $8,986-93.8% | $8,363-93.4% | $6,400-91.3% |
| Admin fee / account holder | $1,164 | $13,783-91.6% | $11,616-90.0% | $11,426-89.8% |