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 | $26,883 | $58,828-54.3% | $77,999-65.5% | $62,891-57.3% |
| Participation rate | 89.2% | 71.1%+18.2pp | 75.5%+13.7pp | 69.3%+19.9pp |
| Annual return | 7.31% | 17.16%-9.9pp | 425.96%-418.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,192 | $1,672-28.7% | $2,470-51.8% | $2,281-47.8% |
| Participant deferral / active EE | $616 | $2,686-77.1% | $3,497-82.4% | $3,203-80.8% |
| Admin fee / account holder | $1,116 | $4,393-74.6% | $5,480-79.6% | $4,296-74.0% |