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 | $85,498 | $152,587-44.0% | $125,175-31.7% | $152,861-44.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.18% | 54.84%-36.7pp | 43.79%-25.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,104 | $4,946-57.5% | $3,865-45.6% | $4,762-55.8% |
| Participant deferral / active EE | $159 | $5,868-97.3% | $4,937-96.8% | $5,850-97.3% |
| Admin fee / account holder | $2,359 | $13,434-82.4% | $9,702-75.7% | $11,596-79.7% |