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 | $18,558 | $159,602-88.4% | $150,045-87.6% | $142,382-87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.71% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,898 | $4,961-61.7% | $4,693-59.6% | $4,299-55.8% |
| Participant deferral / active EE | $2,401 | $8,310-71.1% | $7,997-70.0% | $6,507-63.1% |
| Admin fee / account holder | $2,259 | $14,846-84.8% | $13,435-83.2% | $12,624-82.1% |