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 | $32,627 | $78,705-58.5% | $117,854-72.3% | $70,131-53.5% |
| Participation rate | 85.3% | 73.2%+12.1pp | 79.7%+5.6pp | 69.5%+15.8pp |
| Annual return | 13.97% | 23.30%-9.3pp | 335.08%-321.1pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,471 | $2,223-33.9% | $3,786-61.2% | $2,342-37.2% |
| Participant deferral / active EE | $1,171 | $3,297-64.5% | $4,482-73.9% | $3,332-64.8% |
| Admin fee / account holder | $1,014 | $5,065-80.0% | $8,020-87.4% | $4,645-78.2% |