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 | $238,827 | $157,256+51.9% | $141,162+69.2% | $152,861+56.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.27% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $5,674 | $5,261+7.8% | $4,735+19.8% | $4,762+19.1% |
| Participant deferral / active EE | $974 | $7,109-86.3% | $6,709-85.5% | $5,850-83.4% |
| Admin fee / account holder | $1,556 | $12,120-87.2% | $10,261-84.8% | $11,596-86.6% |