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 9-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 | $71,108 | $118,450-40.0% | $98,439-27.8% | $139,434-49.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.37% | 18.94%-1.6pp | 21.16%-3.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $10,313 | $3,609+185.7% | $3,048+238.3% | $4,751+117.1% |
| Participant deferral / active EE | $1,375 | $5,392-74.5% | $4,738-71.0% | $6,710-79.5% |
| Admin fee / account holder | $5,040 | $14,026-64.1% | $8,948-43.7% | $11,403-55.8% |