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 | $47,983 | $111,754-57.1% | $103,333-53.6% | $145,922-67.1% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 9.45% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $9,235 | $4,212+119.2% | $3,868+138.8% | $4,660+98.2% |
| Participant deferral / active EE | $1,488 | $5,619-73.5% | $5,057-70.6% | $6,688-77.8% |
| Admin fee / account holder | $564 | $9,750-94.2% | $8,355-93.2% | $13,397-95.8% |