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 7-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 | $23,969 | $90,503-73.5% | $78,689-69.5% | $273,961-91.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.38% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $4,373 | $3,176+37.7% | $2,851+53.4% | $4,869-10.2% |
| Participant deferral / active EE | $443 | $3,901-88.7% | $3,517-87.4% | $5,287-91.6% |
| Admin fee / account holder | $3,610 | $5,263-31.4% | $4,510-20.0% | $10,132-64.4% |