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 7-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 | $37,481 | $112,096-66.6% | $95,952-60.9% | $158,922-76.4% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 7.82% | 171.09%-163.3pp | 91.61%-83.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $837 | $3,198-73.8% | $2,541-67.1% | $4,761-82.4% |
| Participant deferral / active EE | $1,151 | $4,784-75.9% | $4,167-72.4% | $5,982-80.8% |
| Admin fee / account holder | $2,295 | $10,130-77.3% | $6,795-66.2% | $11,246-79.6% |