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 | $19,070 | $65,685-71.0% | $57,179-66.6% | $273,961-93.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.39% | 21.99%-12.6pp | 14.59%-5.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,440 | $3,279+4.9% | $2,682+28.2% | $4,869-29.4% |
| Participant deferral / active EE | $446 | $3,782-88.2% | $3,096-85.6% | $5,287-91.6% |
| Admin fee / account holder | $970 | $4,835-79.9% | $3,139-69.1% | $10,132-90.4% |