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 | $33,754 | $95,803-64.8% | $113,168-70.2% | $84,808-60.2% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 68.3%+18.4pp |
| Annual return | 19.13% | 25.00%-5.9pp | 24.27%-5.1pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,969 | $2,360+68.2% | $2,975+33.4% | $2,631+50.9% |
| Participant deferral / active EE | $907 | $4,242-78.6% | $5,107-82.2% | $4,212-78.5% |
| Admin fee / account holder | $2,022 | $8,989-77.5% | $12,068-83.2% | $7,344-72.5% |