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 | $116,432 | $77,813+49.6% | $123,544-5.8% | $64,186+81.4% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.7pp | 69.6%+16.4pp |
| Annual return | 3.18% | 12.48%-9.3pp | 119.20%-116.0pp | 7.63%-4.4pp |
| Employer contribution / active EE | $7,752 | $3,014+157.2% | $4,628+67.5% | $2,381+225.6% |
| Participant deferral / active EE | $767 | $5,240-85.4% | $6,426-88.1% | $3,470-77.9% |
| Admin fee / account holder | $6,577 | $5,519+19.2% | $9,284-29.2% | $4,888+34.5% |