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 7-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 | $21,669 | $57,016-62.0% | $84,966-74.5% | $80,856-73.2% |
| Participation rate | 92.6% | 56.3%+36.2pp | 67.5%+25.1pp | 67.6%+25.0pp |
| Annual return | 12.51% | 21.66%-9.2pp | 66.38%-53.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $6,010 | $1,798+234.3% | $2,727+120.4% | $2,755+118.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,395 | $4,980-11.7% | $6,149-28.5% | $6,918-36.5% |