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 7-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 | $12,597 | $133,958-90.6% | $112,228-88.8% | $134,475-90.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | 8.30% | 47.11%-38.8pp | 27.45%-19.1pp | 417.96%-409.7pp |
| Employer contribution / active EE | $1,720 | $4,038-57.4% | $3,635-52.7% | $4,740-63.7% |
| Participant deferral / active EE | $603 | $5,291-88.6% | $4,728-87.3% | $6,400-90.6% |
| Admin fee / account holder | $1,005 | $7,489-86.6% | $6,410-84.3% | $11,426-91.2% |