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 4-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 | $26,935 | $148,534-81.9% | $135,903-80.2% | $139,434-80.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 112.53% | 79.19%+33.3pp | 68.23%+44.3pp | 372.94%-260.4pp |
| Employer contribution / active EE | $2,152 | $5,243-59.0% | $4,856-55.7% | $4,751-54.7% |
| Participant deferral / active EE | $2,177 | $8,100-73.1% | $7,758-71.9% | $6,710-67.6% |
| Admin fee / account holder | $1,904 | $12,400-84.6% | $10,762-82.3% | $11,403-83.3% |