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 | $44,579 | $86,922-48.7% | $102,438-56.5% | $80,874-44.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.73% | 18.90%-7.2pp | 29.37%-17.6pp | 35.62%-23.9pp |
| Employer contribution / active EE | $934 | $2,369-60.6% | $3,024-69.1% | $2,756-66.1% |
| Participant deferral / active EE | $1,620 | $4,119-60.7% | $5,054-67.9% | $4,297-62.3% |
| Admin fee / account holder | $9,342 | $8,050+16.1% | $9,448-1.1% | $6,935+34.7% |