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 | $111,893 | $59,584+87.8% | $86,874+28.8% | $79,386+40.9% |
| Participation rate | 85.0% | 67.7%+17.3pp | 71.6%+13.4pp | 70.7%+14.3pp |
| Annual return | 13.92% | 23.15%-9.2pp | 63.52%-49.6pp | 116.85%-102.9pp |
| Employer contribution / active EE | $4,652 | $1,768+163.1% | $2,495+86.4% | $2,427+91.6% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $26,226 | $604+4240.6% | $5,828+350.0% | $626+4086.5% |