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 | $18,301 | $48,076-61.9% | $78,689-76.7% | $62,891-70.9% |
| Participation rate | 81.1% | 65.2%+15.9pp | 73.6%+7.5pp | 69.3%+11.8pp |
| Annual return | 7.42% | 31.35%-23.9pp | 62.18%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,703 | $2,015+34.1% | $2,851-5.2% | $2,281+18.5% |
| Participant deferral / active EE | $474 | $2,588-81.7% | $3,517-86.5% | $3,203-85.2% |
| Admin fee / account holder | $6,445 | $3,207+101.0% | $4,510+42.9% | $4,296+50.0% |