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 | $29,767 | $111,301-73.3% | $112,977-73.7% | $158,922-81.3% |
| Participation rate | 84.2% | 83.5%+0.7pp | 82.6%+1.6pp | 82.0%+2.3pp |
| Annual return | 15.98% | 26.40%-10.4pp | 24.24%-8.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,240 | $4,471-49.9% | $4,255-47.4% | $4,761-53.0% |
| Participant deferral / active EE | $1,359 | $5,880-76.9% | $5,836-76.7% | $5,982-77.3% |
| Admin fee / account holder | $1,136 | $8,392-86.5% | $6,294-81.9% | $11,246-89.9% |