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 | $54,075 | $72,388-25.3% | $111,392-51.5% | $64,186-15.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 3.61% | -1.50%+5.1pp | -2.06%+5.7pp | 7.63%-4.0pp |
| Employer contribution / active EE | $7,708 | $3,000+157.0% | $4,328+78.1% | $2,381+223.7% |
| Participant deferral / active EE | $1,080 | $4,241-74.5% | $5,567-80.6% | $3,470-68.9% |
| Admin fee / account holder | $5,390 | $5,719-5.8% | $12,266-56.1% | $4,888+10.3% |