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 | $73,184 | $135,952-46.2% | $123,892-40.9% | $273,961-73.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 5.88% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $14,934 | $5,170+188.9% | $4,617+223.5% | $4,869+206.7% |
| Participant deferral / active EE | $1,292 | $6,343-79.6% | $5,984-78.4% | $5,287-75.6% |
| Admin fee / account holder | $28,394 | $9,817+189.2% | $8,357+239.8% | $10,132+180.2% |