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 | $57,087 | $73,981-22.8% | $105,722-46.0% | $62,891-9.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 5.42% | 17.60%-12.2pp | 12.25%-6.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,275 | $2,856-20.3% | $4,079-44.2% | $2,281-0.2% |
| Participant deferral / active EE | $1,174 | $4,038-70.9% | $5,326-77.9% | $3,203-63.3% |
| Admin fee / account holder | $4,404 | $5,976-26.3% | $8,308-47.0% | $4,296+2.5% |