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 | $21,091 | $183,519-88.5% | $155,509-86.4% | $145,922-85.5% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 12.08% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,179 | $5,313-77.8% | $4,672-74.8% | $4,660-74.7% |
| Participant deferral / active EE | $1,609 | $6,462-75.1% | $5,626-71.4% | $6,688-75.9% |
| Admin fee / account holder | $5,845 | $19,313-69.7% | $15,912-63.3% | $13,397-56.4% |