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 | $67,587 | $139,421-51.5% | $239,577-71.8% | $116,462-42.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.1%+17.9pp | 74.7%+25.3pp |
| Annual return | 15.07% | 15.58%-0.5pp | -0.70%+15.8pp | 15.65%-0.6pp |
| Employer contribution / active EE | $4,098 | $4,487-8.7% | $7,232-43.3% | $3,231+26.8% |
| Participant deferral / active EE | $0 | $4,296-100.0% | $5,676-100.0% | $3,836-100.0% |
| Admin fee / account holder | $6,168 | $21,515-71.3% | $19,315-68.1% | $12,754-51.6% |