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 | $43,546 | $175,202-75.1% | $149,673-70.9% | $139,434-68.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 16.19% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,255 | $5,474-77.1% | $4,818-74.0% | $4,751-73.6% |
| Participant deferral / active EE | $1,572 | $6,519-75.9% | $5,680-72.3% | $6,710-76.6% |
| Admin fee / account holder | $3,807 | $16,150-76.4% | $13,210-71.2% | $11,403-66.6% |