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 | $16,744 | $45,035-62.8% | $62,995-73.4% | $70,131-76.1% |
| Participation rate | 93.1% | 69.5%+23.6pp | 74.8%+18.3pp | 69.5%+23.6pp |
| Annual return | 12.78% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,524 | $2,051-25.7% | $2,759-44.7% | $2,342-34.9% |
| Participant deferral / active EE | $383 | $2,465-84.5% | $3,329-88.5% | $3,332-88.5% |
| Admin fee / account holder | $1,904 | $2,834-32.8% | $3,600-47.1% | $4,645-59.0% |