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 | $71,920 | $159,901-55.0% | $146,958-51.1% | $145,922-50.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 12.66% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,813 | $5,286-8.9% | $4,933-2.4% | $4,660+3.3% |
| Participant deferral / active EE | $1,577 | $8,428-81.3% | $8,070-80.5% | $6,688-76.4% |
| Admin fee / account holder | $934 | $15,044-93.8% | $12,998-92.8% | $13,397-93.0% |