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 4-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 | $62,973 | $214,378-70.6% | $200,582-68.6% | $142,382-55.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.11% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,442 | $6,841-78.9% | $6,419-77.5% | $4,299-66.5% |
| Participant deferral / active EE | $2,860 | $9,865-71.0% | $9,331-69.3% | $6,507-56.0% |
| Admin fee / account holder | $2,750 | $17,692-84.5% | $16,305-83.1% | $12,624-78.2% |