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 | $31,275 | $87,013-64.1% | $106,213-70.6% | $80,856-61.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.23% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,621 | $2,395+9.4% | $3,171-17.4% | $2,755-4.9% |
| Participant deferral / active EE | $672 | $3,986-83.1% | $5,016-86.6% | $4,296-84.3% |
| Admin fee / account holder | $1,306 | $8,431-84.5% | $11,033-88.2% | $6,918-81.1% |