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 | $17,940 | $183,519-90.2% | $155,509-88.5% | $145,922-87.7% |
| Participation rate | 70.8% | 82.7%-11.8pp | 78.2%-7.4pp | 80.3%-9.4pp |
| Annual return | 13.55% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,749 | $5,313-29.4% | $4,672-19.8% | $4,660-19.5% |
| Participant deferral / active EE | $187 | $6,462-97.1% | $5,626-96.7% | $6,688-97.2% |
| Admin fee / account holder | $7,476 | $19,313-61.3% | $15,912-53.0% | $13,397-44.2% |