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 | $46,795 | $99,020-52.7% | $86,590-46.0% | $147,584-68.3% |
| Participation rate | 77.3% | 76.3%+0.9pp | 73.5%+3.7pp | 82.8%-5.6pp |
| Annual return | 13.15% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,727 | $3,132-12.9% | $2,839-3.9% | $4,876-44.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $586 | $5,710-89.7% | $4,906-88.0% | $10,885-94.6% |