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 | $36,642 | $67,411-45.6% | $91,001-59.7% | $70,131-47.8% |
| Participation rate | 96.0% | 71.4%+24.6pp | 75.6%+20.4pp | 69.5%+26.5pp |
| Annual return | 19.33% | -40.16%+59.5pp | 4.60%+14.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $10,599 | $1,786+493.4% | $2,456+331.6% | $2,342+352.5% |
| Participant deferral / active EE | $1,184 | $2,823-58.0% | $3,547-66.6% | $3,332-64.5% |
| Admin fee / account holder | $1,679 | $4,236-60.4% | $5,417-69.0% | $4,645-63.9% |