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 | $198,073 | $95,762+106.8% | $379,746-47.8% | $79,858+148.0% |
| Participation rate | 97.4% | 74.0%+23.4pp | 78.4%+19.0pp | 69.6%+27.8pp |
| Annual return | 37.71% | 18.26%+19.4pp | 34.90%+2.8pp | 31.71%+6.0pp |
| Employer contribution / active EE | $5,897 | $2,695+118.8% | $3,540+66.6% | $2,471+138.7% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,054 | $6,745-25.1% | $7,927-36.2% | $5,306-4.7% |