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 | $143,869 | $130,194+10.5% | $169,993-15.4% | $71,457+101.3% |
| Participation rate | 91.7% | 86.1%+5.5pp | 87.0%+4.7pp | 67.9%+23.7pp |
| Annual return | 72.98% | 20.37%+52.6pp | 53.37%+19.6pp | 28.85%+44.1pp |
| Employer contribution / active EE | $5,788 | $4,381+32.1% | $6,785-14.7% | $2,588+123.7% |
| Participant deferral / active EE | $3,649 | $6,923-47.3% | $10,408-64.9% | $4,289-14.9% |
| Admin fee / account holder | $8,742 | $966+805.3% | $12,815-31.8% | $1,587+450.7% |