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 | $62,596 | $201,259-68.9% | $184,200-66.0% | $145,959-57.1% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 15.69% | 28.98%-13.3pp | 28.80%-13.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,191 | $7,018-68.8% | $6,424-65.9% | $4,661-53.0% |
| Participant deferral / active EE | $2,615 | $9,806-73.3% | $9,132-71.4% | $6,689-60.9% |
| Admin fee / account holder | $2,459 | $16,372-85.0% | $13,907-82.3% | $13,398-81.6% |