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 | $95,511 | $101,883-6.3% | $453,369-78.9% | $85,850+11.3% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 13.43% | 25.38%-12.0pp | 64.40%-51.0pp | 318.53%-305.1pp |
| Employer contribution / active EE | $5,772 | $2,847+102.7% | $4,070+41.8% | $2,565+125.0% |
| Participant deferral / active EE | $950 | $4,782-80.1% | $6,209-84.7% | $3,952-76.0% |
| Admin fee / account holder | $1,680 | $5,706-70.6% | $11,209-85.0% | $6,260-73.2% |