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 8-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 | $109,862 | $67,606+62.5% | $82,313+33.5% | $70,131+56.7% |
| Participation rate | 97.5% | 72.8%+24.8pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 19.85% | 21.57%-1.7pp | 25.88%-6.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,551 | $1,755+45.4% | $2,428+5.0% | $2,342+8.9% |
| Participant deferral / active EE | $1,325 | $2,987-55.7% | $3,706-64.3% | $3,332-60.2% |
| Admin fee / account holder | $5,130 | $4,512+13.7% | $5,608-8.5% | $4,645+10.4% |