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 | $27,153 | $157,256-82.7% | $141,162-80.8% | $152,861-82.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.76% | 64.32%-42.6pp | 71.39%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $8,089 | $5,261+53.8% | $4,735+70.8% | $4,762+69.9% |
| Participant deferral / active EE | $1,080 | $7,109-84.8% | $6,709-83.9% | $5,850-81.5% |
| Admin fee / account holder | $334 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |