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 | $15,716 | $58,208-73.0% | $81,812-80.8% | $80,856-80.6% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 11.20% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,844 | $2,340-21.2% | $2,912-36.7% | $2,755-33.0% |
| Participant deferral / active EE | $488 | $3,281-85.1% | $4,319-88.7% | $4,296-88.6% |
| Admin fee / account holder | $1,274 | $4,981-74.4% | $7,386-82.8% | $6,918-81.6% |