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 8-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 | $20,606 | $65,561-68.6% | $86,188-76.1% | $75,163-72.6% |
| Participation rate | 96.8% | 60.5%+36.3pp | 69.0%+27.9pp | 67.2%+29.6pp |
| Annual return | 16.71% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,997 | $1,553+93.0% | $2,380+25.9% | $2,670+12.2% |
| Participant deferral / active EE | $970 | $3,024-67.9% | $3,985-75.7% | $4,125-76.5% |
| Admin fee / account holder | $1,691 | $5,474-69.1% | $6,852-75.3% | $5,651-70.1% |