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 | $111,713 | $89,753+24.5% | $107,525+3.9% | $84,808+31.7% |
| Participation rate | 95.2% | 68.1%+27.1pp | 75.1%+20.1pp | 68.3%+26.9pp |
| Annual return | 19.76% | 29.48%-9.7pp | 181.32%-161.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $9,736 | $3,113+212.7% | $3,754+159.4% | $2,631+270.1% |
| Participant deferral / active EE | $1,317 | $4,056-67.5% | $5,116-74.3% | $4,212-68.7% |
| Admin fee / account holder | $1,769 | $7,222-75.5% | $8,919-80.2% | $7,344-75.9% |