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 | $17,793 | $159,602-88.9% | $150,045-88.1% | $142,382-87.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.41% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,367 | $4,961-72.4% | $4,693-70.9% | $4,299-68.2% |
| Participant deferral / active EE | $2,440 | $8,310-70.6% | $7,997-69.5% | $6,507-62.5% |
| Admin fee / account holder | $489 | $14,846-96.7% | $13,435-96.4% | $12,624-96.1% |