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 | $31,592 | $93,571-66.2% | $135,903-76.8% | $75,163-58.0% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 18.86% | 30.90%-12.0pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $7,580 | $3,537+114.3% | $4,856+56.1% | $2,670+183.9% |
| Participant deferral / active EE | $909 | $6,404-85.8% | $7,758-88.3% | $4,125-78.0% |
| Admin fee / account holder | $1,108 | $6,975-84.1% | $10,762-89.7% | $5,651-80.4% |