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 6-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 | $9,102 | $80,717-88.7% | $154,803-94.1% | $84,808-89.3% |
| Participation rate | 84.5% | 66.8%+17.7pp | 78.1%+6.4pp | 68.3%+16.2pp |
| Annual return | 14.71% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $802 | $2,761-70.9% | $4,305-81.4% | $2,631-69.5% |
| Participant deferral / active EE | $326 | $3,303-90.1% | $5,540-94.1% | $4,212-92.2% |
| Admin fee / account holder | $1,112 | $6,746-83.5% | $14,329-92.2% | $7,344-84.9% |