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 9-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 | $64,229 | $183,519-65.0% | $155,509-58.7% | $145,922-56.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 33.93% | 61.17%-27.2pp | 64.67%-30.7pp | 561.29%-527.4pp |
| Employer contribution / active EE | $7,888 | $5,313+48.5% | $4,672+68.8% | $4,660+69.3% |
| Participant deferral / active EE | $504 | $6,462-92.2% | $5,626-91.0% | $6,688-92.5% |
| Admin fee / account holder | $1,283 | $19,313-93.4% | $15,912-91.9% | $13,397-90.4% |