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 | $135,444 | $162,781-16.8% | $133,956+1.1% | $158,922-14.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.32% | 41.94%-30.6pp | 45.09%-33.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,044 | $4,975-58.9% | $3,919-47.8% | $4,761-57.1% |
| Participant deferral / active EE | $1,368 | $5,911-76.9% | $5,048-72.9% | $5,982-77.1% |
| Admin fee / account holder | $2,295 | $11,736-80.4% | $8,927-74.3% | $11,246-79.6% |