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 | $25,788 | $102,616-74.9% | $81,983-68.5% | $158,922-83.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 14.33% | 61.04%-46.7pp | 41.31%-27.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $479 | $3,240-85.2% | $2,498-80.8% | $4,761-89.9% |
| Participant deferral / active EE | $851 | $4,648-81.7% | $3,722-77.1% | $5,982-85.8% |
| Admin fee / account holder | $3,810 | $8,235-53.7% | $5,664-32.7% | $11,246-66.1% |