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 | $86,342 | $127,386-32.2% | $115,037-24.9% | $125,391-31.1% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -0.85% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $6,617 | $5,166+28.1% | $4,608+43.6% | $4,866+36.0% |
| Participant deferral / active EE | $1,009 | $6,423-84.3% | $6,026-83.3% | $5,352-81.2% |
| Admin fee / account holder | $1,353 | $9,516-85.8% | $8,175-83.5% | $9,540-85.8% |