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 | $111,088 | $91,552+21.3% | $133,956-17.1% | $79,858+39.1% |
| Participation rate | 83.9% | 73.3%+10.5pp | 79.8%+4.0pp | 69.6%+14.2pp |
| Annual return | 10.51% | 61.85%-51.3pp | 45.09%-34.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $7,595 | $2,384+218.7% | $3,919+93.8% | $2,471+207.4% |
| Participant deferral / active EE | $1,458 | $3,733-60.9% | $5,048-71.1% | $3,740-61.0% |
| Admin fee / account holder | $6,462 | $6,321+2.2% | $8,927-27.6% | $5,306+21.8% |