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 | $74,872 | $109,413-31.6% | $156,263-52.1% | $84,808-11.7% |
| Participation rate | 78.6% | 72.7%+5.9pp | 78.9%-0.3pp | 68.3%+10.3pp |
| Annual return | 13.34% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,458 | $2,907-49.8% | $4,333-66.4% | $2,631-44.6% |
| Participant deferral / active EE | $1,718 | $4,590-62.6% | $6,158-72.1% | $4,212-59.2% |
| Admin fee / account holder | $4,759 | $9,357-49.1% | $14,255-66.6% | $7,344-35.2% |