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 | $102,690 | $71,883+42.9% | $86,677+18.5% | $68,494+49.9% |
| Participation rate | 97.1% | 72.2%+24.9pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | 0.41% | 3.52%-3.1pp | 35.91%-35.5pp | -7.84%+8.3pp |
| Employer contribution / active EE | $2,859 | $2,173+31.6% | $2,836+0.8% | $2,596+10.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,579 | $6,112-41.4% | $7,493-52.2% | $5,403-33.7% |