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 5-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 | $30,411 | $106,515-71.4% | $96,683-68.5% | $139,434-78.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 31.70% | 38.43%-6.7pp | 35.69%-4.0pp | 372.94%-341.2pp |
| Employer contribution / active EE | $2,843 | $4,103-30.7% | $3,737-23.9% | $4,751-40.2% |
| Participant deferral / active EE | $1,309 | $5,454-76.0% | $4,878-73.2% | $6,710-80.5% |
| Admin fee / account holder | $2,459 | $7,877-68.8% | $6,730-63.5% | $11,403-78.4% |