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 5-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 | $13,054 | $177,572-92.6% | $154,803-91.6% | $142,382-90.8% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.1%+8.3pp | 80.1%+6.2pp |
| Annual return | 16.79% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,999 | $4,810-58.4% | $4,305-53.6% | $4,299-53.5% |
| Participant deferral / active EE | $1,391 | $6,272-77.8% | $5,540-74.9% | $6,507-78.6% |
| Admin fee / account holder | $6,907 | $16,786-58.9% | $14,329-51.8% | $12,624-45.3% |