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 | $53,295 | $58,851-9.4% | $115,157-53.7% | $72,985-27.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 23.53% | 23.16%+0.4pp | 35.60%-12.1pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,419 | $1,798+34.6% | $3,179-23.9% | $2,440-0.8% |
| Participant deferral / active EE | $186 | $2,643-92.9% | $4,168-95.5% | $3,607-94.8% |
| Admin fee / account holder | $344 | $6,370-94.6% | $7,088-95.1% | $5,124-93.3% |