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 | $93,829 | $78,672+19.3% | $109,143-14.0% | $85,850+9.3% |
| Participation rate | 84.8% | 68.3%+16.5pp | 75.9%+8.9pp | 69.3%+15.5pp |
| Annual return | 12.93% | 25.09%-12.2pp | 25.75%-12.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $3,423 | $2,735+25.2% | $3,722-8.0% | $2,565+33.5% |
| Participant deferral / active EE | $231 | $3,467-93.3% | $4,653-95.0% | $3,952-94.2% |
| Admin fee / account holder | $4,329 | $5,469-20.8% | $6,752-35.9% | $6,260-30.8% |