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 | $25,494 | $118,450-78.5% | $98,439-74.1% | $139,434-81.7% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 15.50% | 18.94%-3.4pp | 21.16%-5.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,215 | $3,609-66.3% | $3,048-60.1% | $4,751-74.4% |
| Participant deferral / active EE | $1,265 | $5,392-76.5% | $4,738-73.3% | $6,710-81.1% |
| Admin fee / account holder | $1,181 | $14,026-91.6% | $8,948-86.8% | $11,403-89.6% |