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 | $94,536 | $72,277+30.8% | $101,248-6.6% | $79,858+18.4% |
| Participation rate | 91.3% | 68.5%+22.8pp | 75.8%+15.5pp | 69.6%+21.7pp |
| Annual return | 12.15% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $10,196 | $2,692+278.8% | $3,660+178.6% | $2,471+312.6% |
| Participant deferral / active EE | $1,001 | $3,282-69.5% | $4,370-77.1% | $3,740-73.2% |
| Admin fee / account holder | $18,392 | $4,400+318.0% | $5,945+209.3% | $5,306+246.6% |