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 | $59,762 | $109,881-45.6% | $150,045-60.2% | $84,808-29.5% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 37.72% | 28.25%+9.5pp | 62.55%-24.8pp | 40.90%-3.2pp |
| Employer contribution / active EE | $1,777 | $3,561-50.1% | $4,693-62.1% | $2,631-32.5% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,803 | $8,568-79.0% | $13,435-86.6% | $7,344-75.4% |