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 | $57,648 | $185,822-69.0% | $169,993-66.1% | $139,434-58.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.45% | 60.50%-28.1pp | 53.37%-20.9pp | 372.94%-340.5pp |
| Employer contribution / active EE | $5,140 | $7,590-32.3% | $6,785-24.2% | $4,751+8.2% |
| Participant deferral / active EE | $942 | $11,622-91.9% | $10,408-91.0% | $6,710-86.0% |
| Admin fee / account holder | $407 | $15,381-97.4% | $12,815-96.8% | $11,403-96.4% |