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 6-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 | $15,675 | $108,919-85.6% | $100,391-84.4% | $145,922-89.3% |
| Participation rate | 73.7% | 82.9%-9.2pp | 81.5%-7.8pp | 80.3%-6.6pp |
| Annual return | 13.55% | 57.88%-44.3pp | 49.20%-35.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,580 | $4,419-64.3% | $3,942-59.9% | $4,660-66.1% |
| Participant deferral / active EE | $1,707 | $8,445-79.8% | $8,082-78.9% | $6,688-74.5% |
| Admin fee / account holder | $1,908 | $9,689-80.3% | $7,899-75.8% | $13,397-85.8% |