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 | $31,721 | $126,574-74.9% | $106,213-70.1% | $145,922-78.3% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 13.86% | 224.79%-210.9pp | 116.14%-102.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,213 | $3,730-67.5% | $3,171-61.7% | $4,660-74.0% |
| Participant deferral / active EE | $1,269 | $5,724-77.8% | $5,016-74.7% | $6,688-81.0% |
| Admin fee / account holder | $936 | $17,304-94.6% | $11,033-91.5% | $13,397-93.0% |