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 | $125,049 | $91,019+37.4% | $392,568-68.1% | $72,985+71.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 22.57% | 20.00%+2.6pp | 24.42%-1.9pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,000 | $2,751+45.4% | $3,783+5.7% | $2,440+63.9% |
| Participant deferral / active EE | $1,330 | $4,570-70.9% | $5,985-77.8% | $3,607-63.1% |
| Admin fee / account holder | $2,605 | $4,895-46.8% | $6,260-58.4% | $5,124-49.2% |