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 | $67,105 | $93,571-28.3% | $135,903-50.6% | $75,163-10.7% |
| Participation rate | 93.4% | 75.2%+18.2pp | 81.9%+11.5pp | 67.2%+26.2pp |
| Annual return | 16.83% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $12,385 | $3,537+250.2% | $4,856+155.0% | $2,670+363.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,482 | $6,975+35.9% | $10,762-11.9% | $5,651+67.8% |