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 | $43,424 | $78,672-44.8% | $109,143-60.2% | $85,850-49.4% |
| Participation rate | 80.6% | 68.3%+12.4pp | 75.9%+4.8pp | 69.3%+11.3pp |
| Annual return | 12.75% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $9,352 | $2,735+242.0% | $3,722+151.3% | $2,565+264.6% |
| Participant deferral / active EE | $110 | $3,467-96.8% | $4,653-97.6% | $3,952-97.2% |
| Admin fee / account holder | $2,740 | $5,469-49.9% | $6,752-59.4% | $6,260-56.2% |