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 8-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 | $38,072 | $54,541-30.2% | $78,778-51.7% | $70,131-45.7% |
| Participation rate | 92.5% | 60.8%+31.7pp | 69.2%+23.3pp | 69.5%+23.0pp |
| Annual return | 56.83% | 21.07%+35.8pp | 35.62%+21.2pp | 73.14%-16.3pp |
| Employer contribution / active EE | $2,018 | $1,089+85.4% | $1,986+1.6% | $2,342-13.8% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,329 | $3,709-64.2% | $5,134-74.1% | $4,645-71.4% |