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 | $128,395 | $87,013+47.6% | $106,213+20.9% | $80,856+58.8% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.6%+19.9pp |
| Annual return | 11.43% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $9,955 | $2,395+315.6% | $3,171+213.9% | $2,755+261.4% |
| Participant deferral / active EE | $1,452 | $3,986-63.6% | $5,016-71.1% | $4,296-66.2% |
| Admin fee / account holder | $686 | $8,431-91.9% | $11,033-93.8% | $6,918-90.1% |