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 | $35,092 | $197,591-82.2% | $177,821-80.3% | $158,922-77.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.16% | 58.76%-41.6pp | 48.32%-31.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,033 | $6,697-69.7% | $5,918-65.7% | $4,761-57.3% |
| Participant deferral / active EE | $842 | $8,405-90.0% | $7,714-89.1% | $5,982-85.9% |
| Admin fee / account holder | $1,258 | $15,399-91.8% | $12,427-89.9% | $11,246-88.8% |