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 | $33,738 | $157,256-78.5% | $141,162-76.1% | $152,861-77.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 22.02% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,497 | $5,261-71.6% | $4,735-68.4% | $4,762-68.6% |
| Participant deferral / active EE | $2,229 | $7,109-68.6% | $6,709-66.8% | $5,850-61.9% |
| Admin fee / account holder | $17,663 | $12,120+45.7% | $10,261+72.1% | $11,596+52.3% |