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 | $87,340 | $92,222-5.3% | $76,768+13.8% | $135,375-35.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.87% | 5.46%+0.4pp | 2.43%+3.4pp | 519.73%-513.9pp |
| Employer contribution / active EE | $1,667 | $3,216-48.2% | $2,485-32.9% | $4,779-65.1% |
| Participant deferral / active EE | $1,284 | $4,509-71.5% | $3,852-66.7% | $5,609-77.1% |
| Admin fee / account holder | $12,208 | $10,748+13.6% | $6,675+82.9% | $10,827+12.8% |