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 | $107,450 | $81,460+31.9% | $103,333+4.0% | $80,856+32.9% |
| Participation rate | 94.6% | 66.8%+27.7pp | 74.5%+20.1pp | 67.6%+27.0pp |
| Annual return | 26.04% | 25.55%+0.5pp | 24.88%+1.2pp | 35.59%-9.6pp |
| Employer contribution / active EE | $9,087 | $3,105+192.6% | $3,868+134.9% | $2,755+229.8% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,016 | $6,566-69.3% | $8,355-75.9% | $6,918-70.9% |