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 | $44,074 | $89,753-50.9% | $107,525-59.0% | $84,808-48.0% |
| Participation rate | 90.0% | 68.1%+21.9pp | 75.1%+14.9pp | 68.3%+21.7pp |
| Annual return | 17.86% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $9,374 | $3,113+201.1% | $3,754+149.7% | $2,631+256.3% |
| Participant deferral / active EE | $1,387 | $4,056-65.8% | $5,116-72.9% | $4,212-67.1% |
| Admin fee / account holder | $12,897 | $7,222+78.6% | $8,919+44.6% | $7,344+75.6% |