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 | $227,462 | $135,952+67.3% | $123,892+83.6% | $273,961-17.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 4.04% | 56.63%-52.6pp | 47.52%-43.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $9,441 | $5,170+82.6% | $4,617+104.5% | $4,869+93.9% |
| Participant deferral / active EE | $750 | $6,343-88.2% | $5,984-87.5% | $5,287-85.8% |
| Admin fee / account holder | $9,860 | $9,817+0.4% | $8,357+18.0% | $10,132-2.7% |