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 | $195,279 | $114,381+70.7% | $107,525+81.6% | $142,382+37.2% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 15.43% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $15,367 | $4,015+282.8% | $3,754+309.4% | $4,299+257.4% |
| Participant deferral / active EE | $1,220 | $5,564-78.1% | $5,116-76.2% | $6,507-81.3% |
| Admin fee / account holder | $14,522 | $9,860+47.3% | $8,919+62.8% | $12,624+15.0% |