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 9-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 | $90,977 | $78,672+15.6% | $109,143-16.6% | $85,850+6.0% |
| Participation rate | 90.0% | 68.3%+21.7pp | 75.9%+14.1pp | 69.3%+20.7pp |
| Annual return | 13.03% | 25.09%-12.1pp | 25.75%-12.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $14,757 | $2,735+439.6% | $3,722+296.5% | $2,565+475.3% |
| Participant deferral / active EE | $512 | $3,467-85.2% | $4,653-89.0% | $3,952-87.0% |
| Admin fee / account holder | $4,424 | $5,469-19.1% | $6,752-34.5% | $6,260-29.3% |