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 | $28,732 | $175,202-83.6% | $149,673-80.8% | $139,434-79.4% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 11.99% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,427 | $5,474-55.7% | $4,818-49.6% | $4,751-48.9% |
| Participant deferral / active EE | $1,437 | $6,519-78.0% | $5,680-74.7% | $6,710-78.6% |
| Admin fee / account holder | $49,105 | $16,150+204.1% | $13,210+271.7% | $11,403+330.6% |