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 | $32,345 | $65,685-50.8% | $57,179-43.4% | $273,961-88.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.22% | 21.99%-16.8pp | 14.59%-9.4pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,004 | $3,279-38.9% | $2,682-25.3% | $4,869-58.8% |
| Participant deferral / active EE | $354 | $3,782-90.6% | $3,096-88.6% | $5,287-93.3% |
| Admin fee / account holder | $4,906 | $4,835+1.5% | $3,139+56.3% | $10,132-51.6% |