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 9-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 | $64,855 | $238,490-72.8% | $180,183-64.0% | $142,382-54.5% |
| Participation rate | 88.9% | 82.3%+6.6pp | 77.4%+11.5pp | 80.1%+8.8pp |
| Annual return | 14.38% | 33.56%-19.2pp | 27.86%-13.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $17,420 | $6,143+183.6% | $5,039+245.7% | $4,299+305.2% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $6,822-100.0% | $6,507-100.0% |
| Admin fee / account holder | $17,246 | $28,866-40.3% | $19,975-13.7% | $12,624+36.6% |