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 8-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 | $20,541 | $114,381-82.0% | $107,525-80.9% | $142,382-85.6% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 12.34% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,092 | $4,015-72.8% | $3,754-70.9% | $4,299-74.6% |
| Participant deferral / active EE | $1,174 | $5,564-78.9% | $5,116-77.1% | $6,507-82.0% |
| Admin fee / account holder | $3,990 | $9,860-59.5% | $8,919-55.3% | $12,624-68.4% |