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 | $79,954 | $153,772-48.0% | $133,980-40.3% | $273,961-70.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.82% | 36.51%-32.7pp | 29.30%-25.5pp | 41.45%-37.6pp |
| Employer contribution / active EE | $3,320 | $6,029-44.9% | $5,211-36.3% | $4,869-31.8% |
| Participant deferral / active EE | $420 | $6,958-94.0% | $6,282-93.3% | $5,287-92.1% |
| Admin fee / account holder | $963 | $11,765-91.8% | $9,324-89.7% | $10,132-90.5% |