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 4-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 | $69,563 | $77,813-10.6% | $123,544-43.7% | $64,186+8.4% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | 10.35% | 12.48%-2.1pp | 119.20%-108.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $4,609 | $3,014+52.9% | $4,628-0.4% | $2,381+93.6% |
| Participant deferral / active EE | $5 | $5,240-99.9% | $6,426-99.9% | $3,470-99.8% |
| Admin fee / account holder | $363 | $5,519-93.4% | $9,284-96.1% | $4,888-92.6% |