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 6-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 | $65,612 | $159,602-58.9% | $150,045-56.3% | $142,382-53.9% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 13.64% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,506 | $4,961-69.6% | $4,693-67.9% | $4,299-65.0% |
| Participant deferral / active EE | $2,454 | $8,310-70.5% | $7,997-69.3% | $6,507-62.3% |
| Admin fee / account holder | $787 | $14,846-94.7% | $13,435-94.1% | $12,624-93.8% |