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 9-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 | $48,827 | $70,428-30.7% | $96,562-49.4% | $85,850-43.1% |
| Participation rate | 86.8% | 61.8%+25.0pp | 69.8%+17.0pp | 69.3%+17.5pp |
| Annual return | 23.64% | 18.59%+5.0pp | 37.78%-14.1pp | 318.53%-294.9pp |
| Employer contribution / active EE | $1,867 | $1,413+32.2% | $2,356-20.8% | $2,565-27.2% |
| Participant deferral / active EE | $586 | $2,894-79.7% | $3,849-84.8% | $3,952-85.2% |
| Admin fee / account holder | $648 | $4,997-87.0% | $6,181-89.5% | $6,260-89.6% |