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 | $54,275 | $95,803-43.3% | $113,168-52.0% | $84,808-36.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.02% | 25.00%-6.0pp | 24.27%-5.2pp | 40.90%-21.9pp |
| Employer contribution / active EE | $8,396 | $2,360+255.8% | $2,975+182.2% | $2,631+219.1% |
| Participant deferral / active EE | $1,769 | $4,242-58.3% | $5,107-65.4% | $4,212-58.0% |
| Admin fee / account holder | $1,336 | $8,989-85.1% | $12,068-88.9% | $7,344-81.8% |