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 5-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 | $20,105 | $133,922-85.0% | $116,228-82.7% | $142,382-85.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 14.38% | 147.76%-133.4pp | 90.06%-75.7pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,272 | $3,446-63.1% | $2,994-57.5% | $4,299-70.4% |
| Participant deferral / active EE | $1,406 | $5,672-75.2% | $4,953-71.6% | $6,507-78.4% |
| Admin fee / account holder | $762 | $14,945-94.9% | $11,989-93.6% | $12,624-94.0% |