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 | $35,344 | $185,822-81.0% | $169,993-79.2% | $139,434-74.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.59% | 60.50%-45.9pp | 53.37%-38.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $3,347 | $7,590-55.9% | $6,785-50.7% | $4,751-29.5% |
| Participant deferral / active EE | $1,594 | $11,622-86.3% | $10,408-84.7% | $6,710-76.2% |
| Admin fee / account holder | $28,723 | $15,381+86.7% | $12,815+124.1% | $11,403+151.9% |