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 | $40,685 | $110,257-63.1% | $96,544-57.9% | $139,434-70.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.64% | 26.32%-8.7pp | 25.84%-8.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $12,215 | $3,620+237.4% | $2,965+312.0% | $4,751+157.1% |
| Participant deferral / active EE | $548 | $5,548-90.1% | $4,851-88.7% | $6,710-91.8% |
| Admin fee / account holder | $436 | $11,591-96.2% | $8,252-94.7% | $11,403-96.2% |