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 | $49,725 | $228,332-78.2% | $185,823-73.2% | $158,922-68.7% |
| Participation rate | 89.5% | 82.3%+7.2pp | 78.0%+11.4pp | 82.0%+7.5pp |
| Annual return | 16.32% | 40.80%-24.5pp | 35.95%-19.6pp | 302.83%-286.5pp |
| Employer contribution / active EE | $7,009 | $4,967+41.1% | $4,087+71.5% | $4,761+47.2% |
| Participant deferral / active EE | $1,057 | $6,415-83.5% | $5,632-81.2% | $5,982-82.3% |
| Admin fee / account holder | $1,993 | $11,864-83.2% | $9,500-79.0% | $11,246-82.3% |