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 | $25,170 | $77,503-67.5% | $100,391-74.9% | $80,856-68.9% |
| Participation rate | 76.1% | 76.9%-0.8pp | 81.5%-5.4pp | 67.6%+8.5pp |
| Annual return | 14.06% | 37.20%-23.1pp | 49.20%-35.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,528 | $6,820-62.9% | $8,082-68.7% | $4,296-41.1% |
| Admin fee / account holder | $649 | $5,897-89.0% | $7,899-91.8% | $6,918-90.6% |