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 | $79,930 | $93,571-14.6% | $135,903-41.2% | $75,163+6.3% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 17.22% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,249 | $3,537-36.4% | $4,856-53.7% | $2,670-15.8% |
| Participant deferral / active EE | $802 | $6,404-87.5% | $7,758-89.7% | $4,125-80.6% |
| Admin fee / account holder | $1,083 | $6,975-84.5% | $10,762-89.9% | $5,651-80.8% |