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 | $41,078 | $152,587-73.1% | $125,175-67.2% | $152,861-73.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.13% | 54.84%-38.7pp | 43.79%-27.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,267 | $4,946-54.2% | $3,865-41.3% | $4,762-52.4% |
| Participant deferral / active EE | $831 | $5,868-85.8% | $4,937-83.2% | $5,850-85.8% |
| Admin fee / account holder | $1,812 | $13,434-86.5% | $9,702-81.3% | $11,596-84.4% |