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 | $12,846 | $177,572-92.8% | $154,803-91.7% | $142,382-91.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.23% | 65.07%-48.8pp | 58.88%-42.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $987 | $4,810-79.5% | $4,305-77.1% | $4,299-77.0% |
| Participant deferral / active EE | $1,441 | $6,272-77.0% | $5,540-74.0% | $6,507-77.9% |
| Admin fee / account holder | $2,223 | $16,786-86.8% | $14,329-84.5% | $12,624-82.4% |