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 | $55,482 | $159,901-65.3% | $146,958-62.2% | $145,922-62.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.82% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $7,327 | $5,286+38.6% | $4,933+48.5% | $4,660+57.2% |
| Participant deferral / active EE | $2,170 | $8,428-74.3% | $8,070-73.1% | $6,688-67.6% |
| Admin fee / account holder | $2,762 | $15,044-81.6% | $12,998-78.7% | $13,397-79.4% |