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 | $102,172 | $105,126-2.8% | $94,646+8.0% | $139,434-26.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.52% | 38.03%-19.5pp | 156.71%-138.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $639 | $4,106-84.4% | $3,672-82.6% | $4,751-86.5% |
| Participant deferral / active EE | $1,310 | $7,599-82.8% | $7,418-82.3% | $6,710-80.5% |
| Admin fee / account holder | $14,278 | $8,984+58.9% | $7,231+97.5% | $11,403+25.2% |