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 | $128,689 | $93,182+38.1% | $146,665-12.3% | $79,386+62.1% |
| Participation rate | 81.6% | 76.4%+5.1pp | 80.1%+1.5pp | 70.7%+10.8pp |
| Annual return | 15.31% | 21.61%-6.3pp | 22.74%-7.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $11,042 | $2,420+356.3% | $4,136+166.9% | $2,427+354.9% |
| Participant deferral / active EE | $2,123 | $4,169-49.1% | $5,506-61.4% | $4,046-47.5% |
| Admin fee / account holder | $4,347 | $585+643.1% | $10,280-57.7% | $626+593.9% |