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 3-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 | $27,679 | $80,968-65.8% | $96,544-71.3% | $75,163-63.2% |
| Participation rate | 90.3% | 71.8%+18.6pp | 76.0%+14.4pp | 67.2%+23.1pp |
| Annual return | 25.97% | 27.06%-1.1pp | 25.84%+0.1pp | 160.62%-134.7pp |
| Employer contribution / active EE | $4,683 | $2,282+105.2% | $2,965+57.9% | $2,670+75.4% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,616 | $6,724-76.0% | $8,252-80.4% | $5,651-71.4% |