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 | $23,011 | $176,056-86.9% | $159,436-85.6% | $167,490-86.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.95% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,087 | $5,297-22.8% | $4,829-15.4% | $4,837-15.5% |
| Participant deferral / active EE | $2,465 | $7,750-68.2% | $7,352-66.5% | $6,341-61.1% |
| Admin fee / account holder | $1,260 | $12,554-90.0% | $10,799-88.3% | $12,309-89.8% |