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 | $49,917 | $153,772-67.5% | $133,980-62.7% | $273,961-81.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.31% | 36.51%-27.2pp | 29.30%-20.0pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,935 | $6,029-67.9% | $5,211-62.9% | $4,869-60.3% |
| Participant deferral / active EE | $2,067 | $6,958-70.3% | $6,282-67.1% | $5,287-60.9% |
| Admin fee / account holder | $1,881 | $11,765-84.0% | $9,324-79.8% | $10,132-81.4% |