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 3-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 | $24,611 | $81,460-69.8% | $103,333-76.2% | $80,856-69.6% |
| Participation rate | 79.5% | 66.8%+12.7pp | 74.5%+5.0pp | 67.6%+11.9pp |
| Annual return | 14.66% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $13,368 | $3,105+330.5% | $3,868+245.6% | $2,755+385.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,585 | $6,566-45.4% | $8,355-57.1% | $6,918-48.2% |