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 | $26,387 | $149,734-82.4% | $118,925-77.8% | $158,922-83.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.25% | 19.95%-7.7pp | 35.88%-23.6pp | 302.83%-290.6pp |
| Employer contribution / active EE | $9,279 | $4,115+125.5% | $3,263+184.4% | $4,761+94.9% |
| Participant deferral / active EE | $444 | $5,223-91.5% | $4,265-89.6% | $5,982-92.6% |
| Admin fee / account holder | $684 | $8,603-92.1% | $6,581-89.6% | $11,246-93.9% |