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 | $67,753 | $171,164-60.4% | $127,761-47.0% | $152,861-55.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 12.42% | 23.54%-11.1pp | 26.14%-13.7pp | 345.32%-332.9pp |
| Employer contribution / active EE | $4,963 | $5,447-8.9% | $4,574+8.5% | $4,762+4.2% |
| Participant deferral / active EE | $2,144 | $7,038-69.5% | $6,021-64.4% | $5,850-63.3% |
| Admin fee / account holder | $1,638 | $14,530-88.7% | $9,395-82.6% | $11,596-85.9% |