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 | $59,312 | $111,814-47.0% | $103,374-42.6% | $145,959-59.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.58% | 24.77%-12.2pp | 24.89%-12.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,833 | $4,214-32.8% | $3,869-26.8% | $4,661-39.2% |
| Participant deferral / active EE | $1,307 | $5,618-76.7% | $5,058-74.2% | $6,689-80.5% |
| Admin fee / account holder | $2,656 | $9,754-72.8% | $8,394-68.4% | $13,398-80.2% |