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 7-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 | $46,610 | $101,724-54.2% | $164,813-71.7% | $80,856-42.4% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.6%+15.7pp |
| Annual return | 14.96% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $191 | $4,477-95.7% | $6,031-96.8% | $4,296-95.6% |
| Admin fee / account holder | $3,483 | $8,227-57.7% | $12,690-72.6% | $6,918-49.7% |