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 | $26,457 | $106,515-75.2% | $96,683-72.6% | $139,434-81.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.14% | 38.43%-25.3pp | 35.69%-22.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $4,800 | $4,103+17.0% | $3,737+28.5% | $4,751+1.0% |
| Participant deferral / active EE | $501 | $5,454-90.8% | $4,878-89.7% | $6,710-92.5% |
| Admin fee / account holder | $856 | $7,877-89.1% | $6,730-87.3% | $11,403-92.5% |