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 | $49,572 | $93,571-47.0% | $135,903-63.5% | $75,163-34.0% |
| Participation rate | 87.2% | 75.2%+12.1pp | 81.9%+5.3pp | 67.2%+20.0pp |
| Annual return | 61.10% | 30.90%+30.2pp | 68.23%-7.1pp | 160.62%-99.5pp |
| Employer contribution / active EE | $4,894 | $3,537+38.4% | $4,856+0.8% | $2,670+83.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,112 | $6,975-84.1% | $10,762-89.7% | $5,651-80.3% |