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 | $28,657 | $201,272-85.8% | $184,203-84.4% | $145,922-80.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.24% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,681 | $7,022-61.8% | $6,427-58.3% | $4,660-42.5% |
| Participant deferral / active EE | $1,222 | $9,806-87.5% | $9,131-86.6% | $6,688-81.7% |
| Admin fee / account holder | $4,107 | $16,364-74.9% | $13,901-70.5% | $13,397-69.3% |