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 | $36,612 | $99,341-63.1% | $84,750-56.8% | $273,961-86.6% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 8.50% | 22.93%-14.4pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $6,966 | $4,214+65.3% | $3,574+94.9% | $4,869+43.1% |
| Participant deferral / active EE | $130 | $4,269-97.0% | $3,712-96.5% | $5,287-97.5% |
| Admin fee / account holder | $334 | $6,644-95.0% | $5,332-93.7% | $10,132-96.7% |