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 | $98,373 | $48,265+103.8% | $68,791+43.0% | $68,494+43.6% |
| Participation rate | 93.0% | 60.7%+32.3pp | 69.0%+24.0pp | 67.9%+25.1pp |
| Annual return | 31.73% | -12.71%+44.4pp | -6.38%+38.1pp | -7.84%+39.6pp |
| Employer contribution / active EE | $4,509 | $1,829+146.6% | $2,655+69.8% | $2,596+73.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,292 | $4,355-47.4% | $4,932-53.5% | $5,403-57.6% |