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 4-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 | $25,839 | $177,572-85.4% | $154,803-83.3% | $142,382-81.9% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 13.82% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,671 | $4,810-65.3% | $4,305-61.2% | $4,299-61.1% |
| Participant deferral / active EE | $812 | $6,272-87.1% | $5,540-85.4% | $6,507-87.5% |
| Admin fee / account holder | $18,214 | $16,786+8.5% | $14,329+27.1% | $12,624+44.3% |