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 | $83,591 | $87,841-4.8% | $133,980-37.6% | $62,891+32.9% |
| Participation rate | 88.8% | 83.4%+5.4pp | 87.1%+1.7pp | 69.3%+19.5pp |
| Annual return | 8.07% | 12.05%-4.0pp | 29.30%-21.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,809 | $3,483-19.3% | $5,211-46.1% | $2,281+23.2% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,061 | $5,371-5.8% | $9,324-45.7% | $4,296+17.8% |