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 6-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 | $85,788 | $105,859-19.0% | $90,160-4.8% | $147,584-41.9% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.5pp | 82.8%+10.5pp |
| Annual return | 15.33% | 37.63%-22.3pp | 34.88%-19.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $6,658 | $4,126+61.4% | $3,318+100.7% | $4,876+36.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,288-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,277 | $8,046-9.6% | $5,943+22.4% | $10,885-33.2% |