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 | $106,894 | $62,586+70.8% | $76,768+39.2% | $64,186+66.5% |
| Participation rate | 92.9% | 72.8%+20.0pp | 77.0%+15.9pp | 69.6%+23.3pp |
| Annual return | 16.09% | -1.95%+18.0pp | 2.43%+13.7pp | 7.63%+8.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $676 | $3,145-78.5% | $3,852-82.5% | $3,470-80.5% |
| Admin fee / account holder | $1,026 | $4,667-78.0% | $6,675-84.6% | $4,888-79.0% |