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 | $57,183 | $71,883-20.4% | $86,677-34.0% | $68,494-16.5% |
| Participation rate | 95.6% | 72.2%+23.4pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | 128.92% | 3.52%+125.4pp | 35.91%+93.0pp | -7.84%+136.8pp |
| Employer contribution / active EE | $19,308 | $2,173+788.6% | $2,836+580.7% | $2,596+643.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,676 | $6,112+9.2% | $7,493-10.9% | $5,403+23.6% |