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 | $151,471 | $99,341+52.5% | $84,750+78.7% | $273,961-44.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 3.50% | 22.93%-19.4pp | 22.78%-19.3pp | 41.45%-37.9pp |
| Employer contribution / active EE | $6,771 | $4,214+60.7% | $3,574+89.4% | $4,869+39.1% |
| Participant deferral / active EE | $867 | $4,269-79.7% | $3,712-76.7% | $5,287-83.6% |
| Admin fee / account holder | $8,752 | $6,644+31.7% | $5,332+64.1% | $10,132-13.6% |