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 | $158,470 | $118,450+33.8% | $98,439+61.0% | $139,434+13.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.80% | 18.94%-3.1pp | 21.16%-5.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,049 | $3,609-15.5% | $3,0480% | $4,751-35.8% |
| Participant deferral / active EE | $282 | $5,392-94.8% | $4,738-94.1% | $6,710-95.8% |
| Admin fee / account holder | $1,899 | $14,026-86.5% | $8,948-78.8% | $11,403-83.3% |