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 | $109,928 | $81,446+35.0% | $103,374+6.3% | $80,874+35.9% |
| Participation rate | 90.6% | 66.9%+23.8pp | 74.5%+16.1pp | 67.6%+23.0pp |
| Annual return | 18.15% | 25.57%-7.4pp | 24.89%-6.7pp | 35.62%-17.5pp |
| Employer contribution / active EE | $16,138 | $3,107+419.4% | $3,869+317.1% | $2,756+485.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $23,732 | $6,715+253.4% | $8,394+182.7% | $6,935+242.2% |