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 | $21,514 | $57,065-62.3% | $75,670-71.6% | $70,131-69.3% |
| Participation rate | 74.1% | 68.1%+6.0pp | 72.3%+1.8pp | 69.5%+4.6pp |
| Annual return | 14.18% | 23.57%-9.4pp | 27.34%-13.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $634 | $1,817-65.1% | $2,352-73.0% | $2,342-72.9% |
| Participant deferral / active EE | $908 | $2,580-64.8% | $3,142-71.1% | $3,332-72.7% |
| Admin fee / account holder | $2,984 | $3,825-22.0% | $5,800-48.6% | $4,645-35.8% |