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 7-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 | $33,023 | $209,336-84.2% | $197,124-83.2% | $137,256-75.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 17.31% | 48.09%-30.8pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,609 | $6,591-75.6% | $6,227-74.2% | $4,156-61.3% |
| Participant deferral / active EE | $2,636 | $9,614-72.6% | $9,135-71.1% | $6,407-58.9% |
| Admin fee / account holder | $645 | $17,308-96.3% | $16,298-96.0% | $12,270-94.7% |