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 | $21,601 | $54,762-60.6% | $90,281-76.1% | $72,985-70.4% |
| Participation rate | 96.7% | 65.1%+31.5pp | 73.3%+23.4pp | 69.5%+27.2pp |
| Annual return | 25.21% | 30.63%-5.4pp | 78.10%-52.9pp | 81.00%-55.8pp |
| Employer contribution / active EE | $9,307 | $2,092+344.8% | $2,854+226.1% | $2,440+281.5% |
| Participant deferral / active EE | $278 | $2,887-90.4% | $3,885-92.8% | $3,607-92.3% |
| Admin fee / account holder | $2,132 | $3,972-46.3% | $5,351-60.2% | $5,124-58.4% |