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 7-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 | $22,605 | $105,126-78.5% | $94,646-76.1% | $139,434-83.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.76% | 38.03%-13.3pp | 156.71%-131.9pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,265 | $4,106-69.2% | $3,672-65.6% | $4,751-73.4% |
| Participant deferral / active EE | $1,714 | $7,599-77.5% | $7,418-76.9% | $6,710-74.5% |
| Admin fee / account holder | $334 | $8,984-96.3% | $7,231-95.4% | $11,403-97.1% |