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 10-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 | $63,122 | $67,411-6.4% | $91,001-30.6% | $70,131-10.0% |
| Participation rate | 95.2% | 71.4%+23.9pp | 75.6%+19.6pp | 69.5%+25.7pp |
| Annual return | 107.63% | -40.16%+147.8pp | 4.60%+103.0pp | 73.14%+34.5pp |
| Employer contribution / active EE | $3,367 | $1,786+88.5% | $2,456+37.1% | $2,342+43.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,954 | $4,236-53.9% | $5,417-63.9% | $4,645-57.9% |