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 | $135,234 | $118,450+14.2% | $98,439+37.4% | $139,434-3.0% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 21.84% | 18.94%+2.9pp | 21.16%+0.7pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,124 | $3,609-68.9% | $3,048-63.1% | $4,751-76.3% |
| Participant deferral / active EE | $988 | $5,392-81.7% | $4,738-79.1% | $6,710-85.3% |
| Admin fee / account holder | $1,838 | $14,026-86.9% | $8,948-79.5% | $11,403-83.9% |