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 | $21,901 | $138,065-84.1% | $123,544-82.3% | $135,375-83.8% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | 6.51% | 153.68%-147.2pp | 119.20%-112.7pp | 519.73%-513.2pp |
| Employer contribution / active EE | $2,129 | $5,151-58.7% | $4,628-54.0% | $4,779-55.5% |
| Participant deferral / active EE | $561 | $6,799-91.8% | $6,426-91.3% | $5,609-90.0% |
| Admin fee / account holder | $608 | $10,916-94.4% | $9,284-93.5% | $10,827-94.4% |