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 | $89,753+92.9% | $107,525+61.0% | $84,808+104.1% |
| Participation rate | 93.5% | 68.1%+25.5pp | 75.1%+18.5pp | 68.3%+25.2pp |
| Annual return | 15.39% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $10,192 | $3,113+227.4% | $3,754+171.5% | $2,631+287.4% |
| Participant deferral / active EE | $1,534 | $4,056-62.2% | $5,116-70.0% | $4,212-63.6% |
| Admin fee / account holder | $22,411 | $7,222+210.3% | $8,919+151.3% | $7,344+205.2% |