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 5-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 | $23,429 | $117,983-80.1% | $101,794-77.0% | $142,382-83.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 15.34% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,182 | $2,773-57.4% | $2,289-48.4% | $4,299-72.5% |
| Participant deferral / active EE | $778 | $4,714-83.5% | $4,084-81.0% | $6,507-88.0% |
| Admin fee / account holder | $488 | $10,433-95.3% | $8,777-94.4% | $12,624-96.1% |