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 | $85,108 | $153,772-44.7% | $133,980-36.5% | $273,961-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.33% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,983 | $6,029-17.4% | $5,211-4.4% | $4,869+2.3% |
| Participant deferral / active EE | $1,860 | $6,958-73.3% | $6,282-70.4% | $5,287-64.8% |
| Admin fee / account holder | $15,391 | $11,765+30.8% | $9,324+65.1% | $10,132+51.9% |