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 6-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 | $83,238 | $179,726-53.7% | $156,263-46.7% | $142,382-41.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.22% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $16,458 | $5,069+224.7% | $4,333+279.8% | $4,299+282.8% |
| Participant deferral / active EE | $1,400 | $6,956-79.9% | $6,158-77.3% | $6,507-78.5% |
| Admin fee / account holder | $1,464 | $17,272-91.5% | $14,255-89.7% | $12,624-88.4% |