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 | $84,133 | $74,616+12.8% | $90,404-6.9% | - |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | - |
| Annual return | 15.63% | 7.61%+8.0pp | 1293.02%-1277.4pp | - |
| Employer contribution / active EE | $3,349 | $1,474+127.2% | $3,262+2.7% | - |
| Participant deferral / active EE | $3,031 | $2,994+1.2% | $3,963-23.5% | - |
| Admin fee / account holder | $2,734 | $4,675-41.5% | $5,611-51.3% | - |