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 | $57,130 | $177,572-67.8% | $154,803-63.1% | $142,382-59.9% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 12.88% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $7,025 | $4,810+46.0% | $4,305+63.2% | $4,299+63.4% |
| Participant deferral / active EE | $1,526 | $6,272-75.7% | $5,540-72.5% | $6,507-76.5% |
| Admin fee / account holder | $3,233 | $16,786-80.7% | $14,329-77.4% | $12,624-74.4% |