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 3-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 | $46,753 | $172,111-72.8% | $150,298-68.9% | $137,256-65.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.21% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,121 | $4,636-75.8% | $4,154-73.0% | $4,156-73.0% |
| Participant deferral / active EE | $1,401 | $6,166-77.3% | $5,453-74.3% | $6,407-78.1% |
| Admin fee / account holder | $6,125 | $16,471-62.8% | $14,116-56.6% | $12,270-50.1% |