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 | $104,459 | $93,571+11.6% | $135,903-23.1% | $75,163+39.0% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.5pp |
| Annual return | 23.59% | 30.90%-7.3pp | 68.23%-44.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $6,704 | $3,537+89.6% | $4,856+38.1% | $2,670+151.1% |
| Participant deferral / active EE | $1,710 | $6,404-73.3% | $7,758-78.0% | $4,125-58.6% |
| Admin fee / account holder | $7,413 | $6,975+6.3% | $10,762-31.1% | $5,651+31.2% |