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 8-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 | $30,742 | $179,726-82.9% | $156,263-80.3% | $142,382-78.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.96% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,223 | $5,069-75.9% | $4,333-71.8% | $4,299-71.6% |
| Participant deferral / active EE | $2,036 | $6,956-70.7% | $6,158-66.9% | $6,507-68.7% |
| Admin fee / account holder | $501 | $17,272-97.1% | $14,255-96.5% | $12,624-96.0% |