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 8-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 | $33,491 | $152,587-78.1% | $125,175-73.2% | $152,861-78.1% |
| Participation rate | 78.9% | 83.3%-4.4pp | 79.8%-0.8pp | 82.4%-3.5pp |
| Annual return | 23.05% | 54.84%-31.8pp | 43.79%-20.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,211 | $4,946-75.5% | $3,865-68.7% | $4,762-74.6% |
| Participant deferral / active EE | $1,660 | $5,868-71.7% | $4,937-66.4% | $5,850-71.6% |
| Admin fee / account holder | $406 | $13,434-97.0% | $9,702-95.8% | $11,596-96.5% |