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 | $50,463 | $137,414-63.3% | $189,513-73.4% | $85,850-41.2% |
| Participation rate | 87.7% | 84.6%+3.1pp | 87.8%-0.1pp | 69.3%+18.4pp |
| Annual return | 20.30% | 38.14%-17.8pp | 555.15%-534.9pp | 318.53%-298.2pp |
| Employer contribution / active EE | $1,743 | $4,344-59.9% | $6,162-71.7% | $2,565-32.1% |
| Participant deferral / active EE | $2,436 | $6,260-61.1% | $8,221-70.4% | $3,952-38.3% |
| Admin fee / account holder | $956 | $8,630-88.9% | $12,045-92.1% | $6,260-84.7% |