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 | $77,826 | $136,307-42.9% | $106,619-27.0% | $273,961-71.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.59% | 11.05%-4.5pp | 9.42%-2.8pp | 41.45%-34.9pp |
| Employer contribution / active EE | $8,114 | $5,190+56.3% | $3,947+105.6% | $4,869+66.7% |
| Participant deferral / active EE | $736 | $4,969-85.2% | $3,930-81.3% | $5,287-86.1% |
| Admin fee / account holder | $16,986 | $8,625+96.9% | $6,418+164.6% | $10,132+67.6% |