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 | $31,568 | $110,261-71.4% | $95,745-67.0% | $139,434-77.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.66% | 27.11%-16.4pp | 28.35%-17.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $667 | $3,257-79.5% | $2,835-76.5% | $4,751-86.0% |
| Participant deferral / active EE | $412 | $4,676-91.2% | $4,245-90.3% | $6,710-93.9% |
| Admin fee / account holder | $7,636 | $6,613+15.5% | $5,678+34.5% | $11,403-33.0% |