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 | $61,850 | $132,239-53.2% | $105,722-41.5% | $273,961-77.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 10.09% | 10.07%0pp | 12.25%-2.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,375 | $4,867-71.7% | $4,079-66.3% | $4,869-71.7% |
| Participant deferral / active EE | $1,481 | $6,233-76.2% | $5,326-72.2% | $5,287-72.0% |
| Admin fee / account holder | $4,130 | $12,032-65.7% | $8,308-50.3% | $10,132-59.2% |