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 | $22,644 | $64,480-64.9% | $81,382-72.2% | $80,856-72.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.68% | 16.34%-4.7pp | 24.73%-13.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,419 | $1,978+72.8% | $2,463+38.8% | $2,755+24.1% |
| Participant deferral / active EE | $776 | $3,094-74.9% | $3,883-80.0% | $4,296-81.9% |
| Admin fee / account holder | $4,403 | $5,671-22.4% | $5,768-23.7% | $6,918-36.3% |