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 8-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 | $116,018 | $89,652+29.4% | $141,162-17.8% | $65,185+78.0% |
| Participation rate | 83.8% | 74.7%+9.1pp | 82.5%+1.3pp | 70.2%+13.6pp |
| Annual return | 21.22% | 32.79%-11.6pp | 71.39%-50.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $6,538 | $3,065+113.3% | $4,735+38.1% | $2,177+200.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6,363 | $569+1019.2% | $10,261-38.0% | $847+651.2% |