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 | $24,818 | $85,006-70.8% | $76,190-67.4% | $145,922-83.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 14.64% | 13.11%+1.5pp | 13.78%+0.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $5,274 | $5,265+0.2% | $4,578+15.2% | $4,660+13.2% |
| Participant deferral / active EE | $1,150 | $6,392-82.0% | $5,474-79.0% | $6,688-82.8% |
| Admin fee / account holder | $1,424 | $5,760-75.3% | $5,123-72.2% | $13,397-89.4% |