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 | $154,646 | $116,412+32.8% | $156,181-1.0% | - |
| Participation rate | 85.9% | 77.9%+7.9pp | 78.8%+7.0pp | - |
| Annual return | 17.66% | 16.48%+1.2pp | 64.87%-47.2pp | - |
| Employer contribution / active EE | $1,799 | $2,587-30.5% | $4,294-58.1% | - |
| Participant deferral / active EE | $3,885 | $4,514-13.9% | $6,132-36.6% | - |
| Admin fee / account holder | $386 | $18,889-98.0% | $14,586-97.4% | - |