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 | $15,090 | $39,122-61.4% | $57,179-73.6% | $62,891-76.0% |
| Participation rate | 91.4% | 70.5%+20.9pp | 75.3%+16.0pp | 69.3%+22.1pp |
| Annual return | 8.70% | 9.23%-0.5pp | 14.59%-5.9pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,270 | $1,874+74.5% | $2,682+21.9% | $2,281+43.4% |
| Participant deferral / active EE | $199 | $2,374-91.6% | $3,096-93.6% | $3,203-93.8% |
| Admin fee / account holder | $1,723 | $2,592-33.5% | $3,139-45.1% | $4,296-59.9% |