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 | $53,890 | $77,813-30.7% | $123,544-56.4% | $64,186-16.0% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.3%+16.4pp | 69.6%+29.1pp |
| Annual return | 12.71% | 12.48%+0.2pp | 119.20%-106.5pp | 7.63%+5.1pp |
| Employer contribution / active EE | $6,198 | $3,014+105.7% | $4,628+33.9% | $2,381+160.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,805 | $5,519-49.2% | $9,284-69.8% | $4,888-42.6% |