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 | $60,310 | $90,503-33.4% | $78,689-23.4% | $273,961-78.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.30% | 75.60%-70.3pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $5,700 | $3,176+79.5% | $2,851+100.0% | $4,869+17.1% |
| Participant deferral / active EE | $419 | $3,901-89.3% | $3,517-88.1% | $5,287-92.1% |
| Admin fee / account holder | $5,618 | $5,263+6.7% | $4,510+24.5% | $10,132-44.6% |