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 9-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 | $86,236 | $98,750-12.7% | $149,696-42.4% | $79,858+8.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.35% | 27.43%-15.1pp | 276.60%-264.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $8,736 | $3,216+171.6% | $4,644+88.1% | $2,471+253.6% |
| Participant deferral / active EE | $390 | $5,680-93.1% | $6,842-94.3% | $3,740-89.6% |
| Admin fee / account holder | $1,313 | $6,053-78.3% | $9,309-85.9% | $5,306-75.3% |