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 | $39,619 | $56,277-29.6% | $80,975-51.1% | $62,891-37.0% |
| Participation rate | 89.3% | 69.0%+20.3pp | 75.8%+13.5pp | 69.3%+20.0pp |
| Annual return | 9.76% | 22.12%-12.4pp | 17.10%-7.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $6,207 | $1,943+219.5% | $3,714+67.1% | $2,281+172.2% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,049 | $3,741-18.5% | $5,516-44.7% | $4,296-29.0% |