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 4-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 | $15,629 | $154,228-89.9% | $145,433-89.3% | $137,256-88.6% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 20.33% | 74.59%-54.3pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $990 | $4,804-79.4% | $4,554-78.3% | $4,156-76.2% |
| Participant deferral / active EE | $1,456 | $8,216-82.3% | $7,897-81.6% | $6,407-77.3% |
| Admin fee / account holder | $1,208 | $14,344-91.6% | $13,129-90.8% | $12,270-90.2% |