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 7-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 | $47,989 | $217,402-77.9% | $185,823-74.2% | $167,490-71.3% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 12.76% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,105 | $5,873-64.2% | $5,167-59.3% | $4,837-56.5% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $11,747 | $19,811-40.7% | $16,237-27.7% | $12,309-4.6% |