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 | $17,224 | $99,341-82.7% | $84,750-79.7% | $273,961-93.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 5.61% | 22.93%-17.3pp | 22.78%-17.2pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,226 | $4,214+24.0% | $3,574+46.2% | $4,869+7.3% |
| Participant deferral / active EE | $798 | $4,269-81.3% | $3,712-78.5% | $5,287-84.9% |
| Admin fee / account holder | $3,171 | $6,644-52.3% | $5,332-40.5% | $10,132-68.7% |