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 | $26,437 | $154,228-82.9% | $145,433-81.8% | $137,256-80.7% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 20.60% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,732 | $4,804-63.9% | $4,554-62.0% | $4,156-58.3% |
| Participant deferral / active EE | $2,090 | $8,216-74.6% | $7,897-73.5% | $6,407-67.4% |
| Admin fee / account holder | $1,588 | $14,344-88.9% | $13,129-87.9% | $12,270-87.1% |