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 | $161,108 | $123,793+30.1% | $177,821-9.4% | $79,858+101.7% |
| Participation rate | 87.9% | 84.7%+3.2pp | 87.7%+0.2pp | 69.6%+18.2pp |
| Annual return | 17.38% | 22.82%-5.4pp | 48.32%-30.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $6,523 | $4,095+59.3% | $5,918+10.2% | $2,471+164.0% |
| Participant deferral / active EE | $2,241 | $5,956-62.4% | $7,714-70.9% | $3,740-40.1% |
| Admin fee / account holder | $1,804 | $7,243-75.1% | $12,427-85.5% | $5,306-66.0% |