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 | $41,653 | $183,519-77.3% | $155,509-73.2% | $145,922-71.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 19.32% | 61.17%-41.8pp | 64.67%-45.4pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,754 | $5,313-29.3% | $4,672-19.7% | $4,660-19.4% |
| Participant deferral / active EE | $522 | $6,462-91.9% | $5,626-90.7% | $6,688-92.2% |
| Admin fee / account holder | $14,136 | $19,313-26.8% | $15,912-11.2% | $13,397+5.5% |