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 5-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 | $78,587 | $176,056-55.4% | $159,436-50.7% | $167,490-53.1% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 16.00% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $5,755 | $5,297+8.6% | $4,829+19.2% | $4,837+19.0% |
| Participant deferral / active EE | $2,170 | $7,750-72.0% | $7,352-70.5% | $6,341-65.8% |
| Admin fee / account holder | $723 | $12,554-94.2% | $10,799-93.3% | $12,309-94.1% |