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 | $33,776 | $58,694-42.5% | $142,863-76.4% | $85,850-60.7% |
| Participation rate | 95.0% | 58.5%+36.5pp | 71.9%+23.1pp | 69.3%+25.7pp |
| Annual return | 26.15% | 27.72%-1.6pp | 5637.54%-5611.4pp | 318.53%-292.4pp |
| Employer contribution / active EE | $2,961 | $1,423+108.1% | $4,144-28.5% | $2,565+15.4% |
| Participant deferral / active EE | $102 | $2,607-96.1% | $3,837-97.3% | $3,952-97.4% |
| Admin fee / account holder | $7,180 | $4,239+69.4% | $6,560+9.4% | $6,260+14.7% |