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 | $24,762 | $56,897-56.5% | $84,750-70.8% | $62,891-60.6% |
| Participation rate | 88.9% | 68.5%+20.4pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 4.74% | 6.30%-1.6pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $10,067 | $2,400+319.5% | $3,574+181.6% | $2,281+341.3% |
| Participant deferral / active EE | $150 | $2,709-94.5% | $3,712-96.0% | $3,203-95.3% |
| Admin fee / account holder | $4,829 | $3,581+34.9% | $5,332-9.4% | $4,296+12.4% |