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 3-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 | $25,391 | $179,726-85.9% | $156,263-83.8% | $142,382-82.2% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 40.48% | 77.86%-37.4pp | 59.47%-19.0pp | 217.08%-176.6pp |
| Employer contribution / active EE | $1,379 | $5,069-72.8% | $4,333-68.2% | $4,299-67.9% |
| Participant deferral / active EE | $1,776 | $6,956-74.5% | $6,158-71.2% | $6,507-72.7% |
| Admin fee / account holder | $1,210 | $17,272-93.0% | $14,255-91.5% | $12,624-90.4% |