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 | $16,342 | $107,334-84.8% | $92,893-82.4% | $152,861-89.3% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.4%-3.3pp |
| Annual return | 15.55% | 145.58%-130.0pp | 109.41%-93.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $3,912 | $4,221-7.3% | $3,653+7.1% | $4,762-17.9% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,330 | $7,079-10.6% | $5,794+9.3% | $11,596-45.4% |