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 | $36,209 | $209,411-82.7% | $178,490-79.7% | $158,922-77.2% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 12.08% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,814 | $5,706-68.2% | $5,011-63.8% | $4,761-61.9% |
| Participant deferral / active EE | $1,458 | $5,954-75.5% | $5,202-72.0% | $5,982-75.6% |
| Admin fee / account holder | $3,606 | $17,074-78.9% | $13,984-74.2% | $11,246-67.9% |