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 6-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 | $173,132 | $88,672+95.2% | $105,223+64.5% | $82,448+110.0% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 15.39% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $10,192 | $3,048+234.4% | $3,689+176.3% | $2,551+299.5% |
| Participant deferral / active EE | $1,534 | $4,036-62.0% | $5,072-69.8% | $4,139-63.0% |
| Admin fee / account holder | $22,411 | $7,146+213.6% | $8,859+153.0% | $7,234+209.8% |