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 9-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 | $225,152 | $152,587+47.6% | $125,175+79.9% | $152,861+47.3% |
| Participation rate | 95.8% | 83.3%+12.5pp | 79.8%+16.1pp | 82.4%+13.4pp |
| Annual return | 10.56% | 54.84%-44.3pp | 43.79%-33.2pp | 345.32%-334.8pp |
| Employer contribution / active EE | $1,143 | $4,946-76.9% | $3,865-70.4% | $4,762-76.0% |
| Participant deferral / active EE | $1,168 | $5,868-80.1% | $4,937-76.3% | $5,850-80.0% |
| Admin fee / account holder | $7,432 | $13,434-44.7% | $9,702-23.4% | $11,596-35.9% |