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 | $66,877 | $99,341-32.7% | $84,750-21.1% | $273,961-75.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.74% | 22.93%-5.2pp | 22.78%-5.0pp | 41.45%-23.7pp |
| Employer contribution / active EE | $12,365 | $4,214+193.4% | $3,574+245.9% | $4,869+154.0% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $476 | $6,644-92.8% | $5,332-91.1% | $10,132-95.3% |