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 | $73,182 | $99,341-26.3% | $84,750-13.6% | $273,961-73.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.29% | 22.93%-13.6pp | 22.78%-13.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $5,318 | $4,214+26.2% | $3,574+48.8% | $4,869+9.2% |
| Participant deferral / active EE | $189 | $4,269-95.6% | $3,712-94.9% | $5,287-96.4% |
| Admin fee / account holder | $625 | $6,644-90.6% | $5,332-88.3% | $10,132-93.8% |