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 4-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 | $93,443 | $201,259-53.6% | $184,200-49.3% | $145,959-36.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.11% | 28.98%-5.9pp | 28.80%-5.7pp | 561.95%-538.8pp |
| Employer contribution / active EE | $1,543 | $7,018-78.0% | $6,424-76.0% | $4,661-66.9% |
| Participant deferral / active EE | $2,213 | $9,806-77.4% | $9,132-75.8% | $6,689-66.9% |
| Admin fee / account holder | $1,734 | $16,372-89.4% | $13,907-87.5% | $13,398-87.1% |