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 | $91,883 | $81,460+12.8% | $103,333-11.1% | $80,856+13.6% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 12.27% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,628 | $3,105+81.3% | $3,868+45.5% | $2,755+104.3% |
| Participant deferral / active EE | $436 | $3,869-88.7% | $5,057-91.4% | $4,296-89.8% |
| Admin fee / account holder | $1,277 | $6,566-80.5% | $8,355-84.7% | $6,918-81.5% |