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 | $31,651 | $185,822-83.0% | $169,993-81.4% | $139,434-77.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 13.25% | 60.50%-47.2pp | 53.37%-40.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $4,577 | $7,590-39.7% | $6,785-32.5% | $4,751-3.7% |
| Participant deferral / active EE | $500 | $11,622-95.7% | $10,408-95.2% | $6,710-92.5% |
| Admin fee / account holder | $713 | $15,381-95.4% | $12,815-94.4% | $11,403-93.7% |