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 | $28,624 | $81,947-65.1% | $105,387-72.8% | $72,985-60.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.42% | 42.90%-22.5pp | 26.82%-6.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $4,030 | $3,468+16.2% | $4,213-4.3% | $2,440+65.2% |
| Participant deferral / active EE | $1,420 | $4,494-68.4% | $5,502-74.2% | $3,607-60.6% |
| Admin fee / account holder | $2,879 | $6,258-54.0% | $6,559-56.1% | $5,124-43.8% |