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 4-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 | $19,751 | $100,970-80.4% | $96,576-79.5% | $137,256-85.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 15.18% | 38.16%-23.0pp | 38.47%-23.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,043 | $3,809-72.6% | $3,553-70.6% | $4,156-74.9% |
| Participant deferral / active EE | $2,099 | $8,286-74.7% | $7,956-73.6% | $6,407-67.2% |
| Admin fee / account holder | $1,035 | $11,312-90.8% | $11,381-90.9% | $12,270-91.6% |