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 | $24,130 | $89,355-73.0% | $141,162-82.9% | $72,985-66.9% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 32.19% | 111.85%-79.7pp | 71.39%-39.2pp | 81.00%-48.8pp |
| Employer contribution / active EE | $1,755 | $3,114-43.7% | $4,735-62.9% | $2,440-28.1% |
| Participant deferral / active EE | $1,950 | $5,418-64.0% | $6,709-70.9% | $3,607-46.0% |
| Admin fee / account holder | $445 | $5,958-92.5% | $10,261-95.7% | $5,124-91.3% |