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 | $91,792 | $109,413-16.1% | $156,263-41.3% | $84,808+8.2% |
| Participation rate | 84.8% | 72.7%+12.2pp | 78.9%+5.9pp | 68.3%+16.5pp |
| Annual return | 16.53% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,269 | $2,907-21.9% | $4,333-47.6% | $2,631-13.8% |
| Participant deferral / active EE | $236 | $4,590-94.9% | $6,158-96.2% | $4,212-94.4% |
| Admin fee / account holder | $4,475 | $9,357-52.2% | $14,255-68.6% | $7,344-39.1% |