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 | $29,327 | $172,111-83.0% | $150,298-80.5% | $137,256-78.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 13.09% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,401 | $4,636-69.8% | $4,154-66.3% | $4,156-66.3% |
| Participant deferral / active EE | $893 | $6,166-85.5% | $5,453-83.6% | $6,407-86.1% |
| Admin fee / account holder | $4,524 | $16,471-72.5% | $14,116-68.0% | $12,270-63.1% |