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 | $64,369 | $99,918-35.6% | $81,382-20.9% | $145,922-55.9% |
| Participation rate | 95.5% | 74.2%+21.3pp | 69.5%+26.0pp | 80.3%+15.2pp |
| Annual return | 10.81% | 34.32%-23.5pp | 24.73%-13.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $800 | $2,978-73.1% | $2,463-67.5% | $4,660-82.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $4,871 | $8,212-40.7% | $5,768-15.6% | $13,397-63.6% |