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 5-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 | $133,460 | $81,460+63.8% | $103,333+29.2% | $80,856+65.1% |
| Participation rate | 90.6% | 66.8%+23.8pp | 74.5%+16.1pp | 67.6%+23.0pp |
| Annual return | 77.71% | 25.55%+52.2pp | 24.88%+52.8pp | 35.59%+42.1pp |
| Employer contribution / active EE | $30,328 | $3,105+876.7% | $3,868+684.1% | $2,755+1000.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,037 | $6,566+83.3% | $8,355+44.1% | $6,918+74.0% |