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 | $88,027 | $73,933+19.1% | $96,683-9.0% | $75,163+17.1% |
| Participation rate | 80.4% | 66.4%+14.0pp | 74.3%+6.0pp | 67.2%+13.2pp |
| Annual return | 31.91% | 26.70%+5.2pp | 35.69%-3.8pp | 160.62%-128.7pp |
| Employer contribution / active EE | $4,785 | $2,928+63.4% | $3,737+28.0% | $2,670+79.2% |
| Participant deferral / active EE | $956 | $3,659-73.9% | $4,878-80.4% | $4,125-76.8% |
| Admin fee / account holder | $3,922 | $5,216-24.8% | $6,730-41.7% | $5,651-30.6% |