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 | $53,912 | $83,477-35.4% | $125,175-56.9% | $72,985-26.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 38.43% | 25.78%+12.6pp | 43.79%-5.4pp | 81.00%-42.6pp |
| Employer contribution / active EE | $820 | $2,345-65.0% | $3,865-78.8% | $2,440-66.4% |
| Participant deferral / active EE | $1,599 | $3,585-55.4% | $4,937-67.6% | $3,607-55.7% |
| Admin fee / account holder | $530 | $5,517-90.4% | $9,702-94.5% | $5,124-89.7% |