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 | $60,494 | $181,894-66.7% | $156,549-61.4% | $273,961-77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.94% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,403 | $6,248-61.5% | $5,501-56.3% | $4,869-50.7% |
| Participant deferral / active EE | $802 | $5,550-85.6% | $4,871-83.5% | $5,287-84.8% |
| Admin fee / account holder | $579 | $15,559-96.3% | $13,027-95.6% | $10,132-94.3% |