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 3-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 | $29,540 | $159,602-81.5% | $150,045-80.3% | $142,382-79.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.69% | 70.24%-52.5pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,550 | $4,961-68.8% | $4,693-67.0% | $4,299-63.9% |
| Participant deferral / active EE | $1,678 | $8,310-79.8% | $7,997-79.0% | $6,507-74.2% |
| Admin fee / account holder | $6,098 | $14,846-58.9% | $13,435-54.6% | $12,624-51.7% |