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 | $26,185 | $102,828-74.5% | $105,387-75.2% | $152,861-82.9% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.6%+5.7pp | 82.4%+5.8pp |
| Annual return | 19.02% | 20.85%-1.8pp | 26.82%-7.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,495 | $4,473-44.2% | $4,213-40.8% | $4,762-47.6% |
| Participant deferral / active EE | $1,795 | $5,465-67.2% | $5,502-67.4% | $5,850-69.3% |
| Admin fee / account holder | $4,583 | $8,683-47.2% | $6,559-30.1% | $11,596-60.5% |