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 | $160,275 | $86,929+84.4% | $102,423+56.5% | $80,856+98.2% |
| Participation rate | 98.5% | 72.4%+26.1pp | 76.5%+22.0pp | 67.6%+30.8pp |
| Annual return | 49.34% | 18.88%+30.5pp | 29.32%+20.0pp | 35.59%+13.7pp |
| Employer contribution / active EE | $12,705 | $2,369+436.2% | $3,023+320.2% | $2,755+361.2% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,607 | $8,049+19.4% | $9,451+1.7% | $6,918+38.9% |