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 10-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 | $142,597 | $101,724+40.2% | $164,813-13.5% | $80,856+76.4% |
| Participation rate | 81.6% | 71.8%+9.8pp | 78.6%+3.0pp | 67.6%+14.0pp |
| Annual return | 32.71% | 16.72%+16.0pp | 69.93%-37.2pp | 35.59%-2.9pp |
| Employer contribution / active EE | $57,680 | $2,953+1852.9% | $4,341+1228.8% | $2,755+1993.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,554 | $8,227+4.0% | $12,690-32.6% | $6,918+23.6% |