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 | $139,898 | $56,277+148.6% | $80,975+72.8% | $62,891+122.4% |
| Participation rate | 95.9% | 69.0%+27.0pp | 75.8%+20.1pp | 69.3%+26.6pp |
| Annual return | 8.12% | 22.12%-14.0pp | 17.10%-9.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $7,302 | $1,943+275.8% | $3,714+96.6% | $2,281+220.1% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,680 | $3,741-1.6% | $5,516-33.3% | $4,296-14.3% |