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 | $109,691 | $81,460+34.7% | $103,333+6.2% | $80,856+35.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 18.39% | 25.55%-7.2pp | 24.88%-6.5pp | 35.59%-17.2pp |
| Employer contribution / active EE | $9,527 | $3,105+206.8% | $3,868+146.3% | $2,755+245.8% |
| Participant deferral / active EE | $1,106 | $3,869-71.4% | $5,057-78.1% | $4,296-74.3% |
| Admin fee / account holder | $807 | $6,566-87.7% | $8,355-90.3% | $6,918-88.3% |