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 8-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 | $27,746 | $127,065-78.2% | $113,168-75.5% | $142,382-80.5% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 12.97% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,374 | $3,442-31.0% | $2,975-20.2% | $4,299-44.8% |
| Participant deferral / active EE | $553 | $5,716-90.3% | $5,107-89.2% | $6,507-91.5% |
| Admin fee / account holder | $4,527 | $15,736-71.2% | $12,068-62.5% | $12,624-64.1% |