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 | $84,972 | $92,222-7.9% | $76,768+10.7% | $135,375-37.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.91% | 5.46%+2.4pp | 2.43%+5.5pp | 519.73%-511.8pp |
| Employer contribution / active EE | $6,448 | $3,216+100.5% | $2,485+159.5% | $4,779+34.9% |
| Participant deferral / active EE | $96 | $4,509-97.9% | $3,852-97.5% | $5,609-98.3% |
| Admin fee / account holder | $11,307 | $10,748+5.2% | $6,675+69.4% | $10,827+4.4% |