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 | $27,903 | $172,478-83.8% | $145,661-80.8% | $142,382-80.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.09% | 151.09%-136.0pp | 101.46%-86.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,774 | $4,899-63.8% | $4,238-58.1% | $4,299-58.7% |
| Participant deferral / active EE | $2,207 | $8,348-73.6% | $7,198-69.3% | $6,507-66.1% |
| Admin fee / account holder | $1,658 | $16,864-90.2% | $12,466-86.7% | $12,624-86.9% |