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 | $32,428 | $99,341-67.4% | $84,750-61.7% | $273,961-88.2% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.96% | 22.93%-15.0pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,895 | $4,214-31.3% | $3,574-19.0% | $4,869-40.5% |
| Participant deferral / active EE | $200 | $4,269-95.3% | $3,712-94.6% | $5,287-96.2% |
| Admin fee / account holder | $331 | $6,644-95.0% | $5,332-93.8% | $10,132-96.7% |