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 | $22,188 | $163,101-86.4% | $136,749-83.8% | $142,382-84.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.23% | 27.54%-15.3pp | 24.33%-12.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,185 | $4,117-22.6% | $3,400-6.3% | $4,299-25.9% |
| Participant deferral / active EE | $966 | $5,585-82.7% | $4,692-79.4% | $6,507-85.1% |
| Admin fee / account holder | $1,335 | $14,318-90.7% | $11,386-88.3% | $12,624-89.4% |