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 | $80,183 | $115,770-30.7% | $101,248-20.8% | $158,922-49.5% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 19.58% | 56.14%-36.6pp | 46.47%-26.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,103 | $4,175-73.6% | $3,660-69.9% | $4,761-76.8% |
| Participant deferral / active EE | $1,281 | $4,957-74.2% | $4,370-70.7% | $5,982-78.6% |
| Admin fee / account holder | $12,247 | $7,245+69.0% | $5,945+106.0% | $11,246+8.9% |