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 | $40,605 | $153,772-73.6% | $133,980-69.7% | $273,961-85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.82% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,783 | $6,029-70.4% | $5,211-65.8% | $4,869-63.4% |
| Participant deferral / active EE | $1,070 | $6,958-84.6% | $6,282-83.0% | $5,287-79.8% |
| Admin fee / account holder | $6,082 | $11,765-48.3% | $9,324-34.8% | $10,132-40.0% |