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 | $34,896 | $91,019-61.7% | $392,568-91.1% | $72,985-52.2% |
| Participation rate | 91.3% | 74.4%+16.9pp | 78.1%+13.2pp | 69.5%+21.8pp |
| Annual return | 24.66% | 20.00%+4.7pp | 24.42%+0.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,916 | $2,751+42.3% | $3,783+3.5% | $2,440+60.5% |
| Participant deferral / active EE | $253 | $4,570-94.5% | $5,985-95.8% | $3,607-93.0% |
| Admin fee / account holder | $2,643 | $4,895-46.0% | $6,260-57.8% | $5,124-48.4% |