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 | $25,414 | $49,227-48.4% | $70,449-63.9% | $79,858-68.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.35% | 30.06%-18.7pp | 109.03%-97.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,282 | $2,099+8.7% | $2,737-16.6% | $2,471-7.6% |
| Participant deferral / active EE | $657 | $2,768-76.3% | $3,709-82.3% | $3,740-82.4% |
| Admin fee / account holder | $909 | $2,878-68.4% | $3,845-76.4% | $5,306-82.9% |