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 | $47,926 | $159,602-70.0% | $150,045-68.1% | $142,382-66.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.87% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,273 | $4,961-54.2% | $4,693-51.6% | $4,299-47.1% |
| Participant deferral / active EE | $2,213 | $8,310-73.4% | $7,997-72.3% | $6,507-66.0% |
| Admin fee / account holder | $2,416 | $14,846-83.7% | $13,435-82.0% | $12,624-80.9% |