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 6-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 | $28,902 | $159,901-81.9% | $146,958-80.3% | $145,922-80.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 10.29% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,833 | $5,286-65.3% | $4,933-62.8% | $4,660-60.7% |
| Participant deferral / active EE | $2,200 | $8,428-73.9% | $8,070-72.7% | $6,688-67.1% |
| Admin fee / account holder | $14,240 | $15,044-5.3% | $12,998+9.6% | $13,397+6.3% |