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 | $44,414 | $57,354-22.6% | $83,848-47.0% | $64,186-30.8% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | 7.89% | 11.38%-3.5pp | 850.88%-843.0pp | 7.63%+0.3pp |
| Employer contribution / active EE | $893 | $2,545-64.9% | $3,631-75.4% | $2,381-62.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,453 | $4,046-14.7% | $5,478-37.0% | $4,888-29.4% |