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 | $22,808 | $65,685-65.3% | $57,179-60.1% | $273,961-91.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.44% | 21.99%-17.5pp | 14.59%-10.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $6,290 | $3,279+91.9% | $2,682+134.5% | $4,869+29.2% |
| Participant deferral / active EE | $170 | $3,782-95.5% | $3,096-94.5% | $5,287-96.8% |
| Admin fee / account holder | $6,559 | $4,835+35.7% | $3,139+109.0% | $10,132-35.3% |