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 | $131,715 | $87,013+51.4% | $106,213+24.0% | $80,856+62.9% |
| Participation rate | 77.4% | 70.4%+7.0pp | 75.3%+2.1pp | 67.6%+9.8pp |
| Annual return | 275.20% | 17.05%+258.1pp | 116.14%+159.1pp | 35.59%+239.6pp |
| Employer contribution / active EE | $3,653 | $2,395+52.5% | $3,171+15.2% | $2,755+32.6% |
| Participant deferral / active EE | $420 | $3,986-89.5% | $5,016-91.6% | $4,296-90.2% |
| Admin fee / account holder | $3,532 | $8,431-58.1% | $11,033-68.0% | $6,918-49.0% |