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 10-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 | $125,678 | $107,334+17.1% | $92,893+35.3% | $152,861-17.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 22.73% | 145.58%-122.8pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $7,000 | $4,221+65.8% | $3,653+91.6% | $4,762+47.0% |
| Participant deferral / active EE | $600 | $4,845-87.6% | $4,236-85.8% | $5,850-89.7% |
| Admin fee / account holder | $1,353 | $7,079-80.9% | $5,794-76.6% | $11,596-88.3% |