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 | $45,328 | $136,307-66.7% | $106,619-57.5% | $273,961-83.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.02% | 11.05%-6.0pp | 9.42%-4.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $7,514 | $5,190+44.8% | $3,947+90.4% | $4,869+54.3% |
| Participant deferral / active EE | $676 | $4,969-86.4% | $3,930-82.8% | $5,287-87.2% |
| Admin fee / account holder | $7,507 | $8,625-13.0% | $6,418+17.0% | $10,132-25.9% |