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 | $63,561 | $153,772-58.7% | $133,980-52.6% | $273,961-76.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.70% | 36.51%-19.8pp | 29.30%-12.6pp | 41.45%-24.8pp |
| Employer contribution / active EE | $2,526 | $6,029-58.1% | $5,211-51.5% | $4,869-48.1% |
| Participant deferral / active EE | $744 | $6,958-89.3% | $6,282-88.2% | $5,287-85.9% |
| Admin fee / account holder | $555 | $11,765-95.3% | $9,324-94.1% | $10,132-94.5% |