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 | $140,448 | $110,094+27.6% | $151,611-7.4% | $68,494+105.1% |
| Participation rate | 94.6% | 84.0%+10.6pp | 87.5%+7.1pp | 67.9%+26.7pp |
| Annual return | 3.00% | -10.12%+13.1pp | 3.33%-0.3pp | -7.84%+10.8pp |
| Employer contribution / active EE | $2,139 | $4,471-52.2% | $6,166-65.3% | $2,596-17.6% |
| Participant deferral / active EE | $2,850 | $6,527-56.3% | $8,363-65.9% | $4,027-29.2% |
| Admin fee / account holder | $2,218 | $7,719-71.3% | $11,616-80.9% | $5,403-58.9% |