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 | $25,857 | $42,383-39.0% | $76,523-66.2% | $64,186-59.7% |
| Participation rate | 78.1% | 58.1%+20.0pp | 68.0%+10.1pp | 69.6%+8.6pp |
| Annual return | 6.80% | -16.54%+23.3pp | -0.27%+7.1pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,858 | $1,563+18.9% | $2,647-29.8% | $2,381-22.0% |
| Participant deferral / active EE | $583 | $2,566-77.3% | $3,835-84.8% | $3,470-83.2% |
| Admin fee / account holder | $3,630 | $3,198+13.5% | $4,848-25.1% | $4,888-25.7% |