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 3-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 | $64,107 | $64,707-0.9% | $112,228-42.9% | $68,494-6.4% |
| Participation rate | 98.8% | 67.2%+31.7pp | 75.1%+23.7pp | 67.9%+30.9pp |
| Annual return | 160.00% | -11.40%+171.4pp | 27.45%+132.6pp | -7.84%+167.8pp |
| Employer contribution / active EE | $11,818 | $2,746+330.4% | $3,635+225.2% | $2,596+355.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,298 | $5,232-56.1% | $6,410-64.2% | $5,403-57.5% |