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 | $42,016 | $159,602-73.7% | $150,045-72.0% | $142,382-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.91% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,240 | $4,961-75.0% | $4,693-73.6% | $4,299-71.1% |
| Participant deferral / active EE | $2,306 | $8,310-72.2% | $7,997-71.2% | $6,507-64.6% |
| Admin fee / account holder | $714 | $14,846-95.2% | $13,435-94.7% | $12,624-94.3% |