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 | $34,855 | $86,929-59.9% | $102,423-66.0% | $80,856-56.9% |
| Participation rate | 70.8% | 72.4%-1.5pp | 76.5%-5.7pp | 67.6%+3.2pp |
| Annual return | 12.12% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,099 | $2,369-53.6% | $3,023-63.7% | $2,755-60.1% |
| Participant deferral / active EE | $976 | $4,118-76.3% | $5,053-80.7% | $4,296-77.3% |
| Admin fee / account holder | $1,773 | $8,049-78.0% | $9,451-81.2% | $6,918-74.4% |