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 | $33,510 | $201,272-83.4% | $184,203-81.8% | $145,922-77.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.90% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,906 | $7,022-72.9% | $6,427-70.4% | $4,660-59.1% |
| Participant deferral / active EE | $2,409 | $9,806-75.4% | $9,131-73.6% | $6,688-64.0% |
| Admin fee / account holder | $13,813 | $16,364-15.6% | $13,901-0.6% | $13,397+3.1% |