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 6-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 | $52,374 | $92,222-43.2% | $76,768-31.8% | $135,375-61.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 3.12% | 5.46%-2.3pp | 2.43%+0.7pp | 519.73%-516.6pp |
| Employer contribution / active EE | $799 | $3,216-75.2% | $2,485-67.9% | $4,779-83.3% |
| Participant deferral / active EE | $1,238 | $4,509-72.5% | $3,852-67.8% | $5,609-77.9% |
| Admin fee / account holder | $2,178 | $10,748-79.7% | $6,675-67.4% | $10,827-79.9% |