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 | $17,423 | $177,572-90.2% | $154,803-88.7% | $142,382-87.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 14.60% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,942 | $4,810-59.6% | $4,305-54.9% | $4,299-54.8% |
| Participant deferral / active EE | $765 | $6,272-87.8% | $5,540-86.2% | $6,507-88.2% |
| Admin fee / account holder | $497 | $16,786-97.0% | $14,329-96.5% | $12,624-96.1% |