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 | $126,537 | $82,664+53.1% | $125,339+1.0% | $68,494+84.7% |
| Participation rate | 98.0% | 75.0%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | 7.35% | -5.97%+13.3pp | 572.05%-564.7pp | -7.84%+15.2pp |
| Employer contribution / active EE | $7,695 | $3,381+127.6% | $4,814+59.9% | $2,596+196.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,771 | $6,275-8.0% | $10,010-42.3% | $5,403+6.8% |