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 | $26,892 | $65,703-59.1% | $94,224-71.5% | $59,632-54.9% |
| Participation rate | 96.2% | 72.1%+24.0pp | 78.8%+17.4pp | 68.7%+27.5pp |
| Annual return | 13.09% | 5.22%+7.9pp | 10.68%+2.4pp | 2041.28%-2028.2pp |
| Employer contribution / active EE | $5,769 | $2,021+185.5% | $3,587+60.9% | $2,203+161.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $533 | $4,264-87.5% | $6,269-91.5% | $4,297-87.6% |