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 5-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 | $52,706 | $76,000-30.6% | $154,107-65.8% | $64,186-17.9% |
| Participation rate | 93.7% | 70.4%+23.2pp | 83.0%+10.6pp | 69.6%+24.1pp |
| Annual return | 8.55% | 30.32%-21.8pp | 735.12%-726.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $5,654 | $3,351+68.8% | $5,298+6.7% | $2,381+137.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,866 | $5,596-66.7% | $13,411-86.1% | $4,888-61.8% |