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 | $51,470 | $65,685-21.6% | $57,179-10.0% | $273,961-81.2% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 7.10% | 21.99%-14.9pp | 14.59%-7.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $11,130 | $3,279+239.5% | $2,682+314.9% | $4,869+128.6% |
| Participant deferral / active EE | $183 | $3,782-95.2% | $3,096-94.1% | $5,287-96.5% |
| Admin fee / account holder | $1,983 | $4,835-59.0% | $3,139-36.8% | $10,132-80.4% |