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 8-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 | $18,163 | $159,602-88.6% | $150,045-87.9% | $142,382-87.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.68% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,407 | $4,961-51.5% | $4,693-48.7% | $4,299-44.0% |
| Participant deferral / active EE | $1,942 | $8,310-76.6% | $7,997-75.7% | $6,507-70.2% |
| Admin fee / account holder | $9,205 | $14,846-38.0% | $13,435-31.5% | $12,624-27.1% |