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 | $150,699 | $154,228-2.3% | $145,433+3.6% | $137,256+9.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 63.05% | 74.59%-11.5pp | 66.58%-3.5pp | 220.34%-157.3pp |
| Employer contribution / active EE | $24,390 | $4,804+407.7% | $4,554+435.5% | $4,156+486.9% |
| Participant deferral / active EE | $1,663 | $8,216-79.8% | $7,897-78.9% | $6,407-74.0% |
| Admin fee / account holder | $27,804 | $14,344+93.8% | $13,129+111.8% | $12,270+126.6% |