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 5-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 | $59,505 | $94,338-36.9% | $100,534-40.8% | $142,382-58.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 25.41% | 29.20%-3.8pp | 32.66%-7.3pp | 217.08%-191.7pp |
| Employer contribution / active EE | $5,181 | $4,237+22.3% | $4,346+19.2% | $4,299+20.5% |
| Participant deferral / active EE | $265 | $5,934-95.5% | $6,144-95.7% | $6,507-95.9% |
| Admin fee / account holder | $3,891 | $8,421-53.8% | $7,654-49.2% | $12,624-69.2% |