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 | $20,306 | $99,918-79.7% | $81,382-75.0% | $145,922-86.1% |
| Participation rate | 93.8% | 74.2%+19.6pp | 69.5%+24.3pp | 80.3%+13.5pp |
| Annual return | 9.33% | 34.32%-25.0pp | 24.73%-15.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,650 | $2,978-44.6% | $2,463-33.0% | $4,660-64.6% |
| Participant deferral / active EE | $452 | $4,605-90.2% | $3,883-88.4% | $6,688-93.2% |
| Admin fee / account holder | $2,118 | $8,212-74.2% | $5,768-63.3% | $13,397-84.2% |