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 | $130,937 | $101,724+28.7% | $164,813-20.6% | $80,856+61.9% |
| Participation rate | 77.6% | 71.8%+5.8pp | 78.6%-1.0pp | 67.6%+10.0pp |
| Annual return | 18.63% | 16.72%+1.9pp | 69.93%-51.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $4,729 | $2,953+60.1% | $4,341+8.9% | $2,755+71.7% |
| Participant deferral / active EE | $1,566 | $4,477-65.0% | $6,031-74.0% | $4,296-63.6% |
| Admin fee / account holder | $37,881 | $8,227+360.4% | $12,690+198.5% | $6,918+447.6% |