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 | $88,279 | $123,793-28.7% | $177,821-50.4% | $79,858+10.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 87.7%+1.2pp | 69.6%+19.3pp |
| Annual return | 14.24% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,756 | $4,095+40.5% | $5,918-2.7% | $2,471+132.9% |
| Participant deferral / active EE | $2,293 | $5,956-61.5% | $7,714-70.3% | $3,740-38.7% |
| Admin fee / account holder | $9,387 | $7,243+29.6% | $12,427-24.5% | $5,306+76.9% |