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 | $57,855 | $148,534-61.0% | $135,903-57.4% | $139,434-58.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 652.96% | 79.19%+573.8pp | 68.23%+584.7pp | 372.94%+280.0pp |
| Employer contribution / active EE | $5,104 | $5,243-2.7% | $4,856+5.1% | $4,751+7.4% |
| Participant deferral / active EE | $2,306 | $8,100-71.5% | $7,758-70.3% | $6,710-65.6% |
| Admin fee / account holder | $585 | $12,400-95.3% | $10,762-94.6% | $11,403-94.9% |