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 | $38,642 | $154,228-74.9% | $145,433-73.4% | $137,256-71.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 22.52% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $5,766 | $4,804+20.0% | $4,554+26.6% | $4,156+38.7% |
| Participant deferral / active EE | $1,859 | $8,216-77.4% | $7,897-76.5% | $6,407-71.0% |
| Admin fee / account holder | $422 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |