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 | $18,152 | $43,327-58.1% | $59,878-69.7% | $64,186-71.7% |
| Participation rate | 94.8% | 69.2%+25.7pp | 74.7%+20.1pp | 69.6%+25.3pp |
| Annual return | 11.63% | -1.55%+13.2pp | 3.46%+8.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $1,697 | $2,028-16.4% | $2,722-37.7% | $2,381-28.7% |
| Participant deferral / active EE | $472 | $2,546-81.4% | $3,402-86.1% | $3,470-86.4% |
| Admin fee / account holder | $3,066 | $3,005+2.0% | $3,590-14.6% | $4,888-37.3% |