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 | $97,108 | $81,460+19.2% | $103,333-6.0% | $80,856+20.1% |
| Participation rate | 78.8% | 66.8%+11.9pp | 74.5%+4.2pp | 67.6%+11.1pp |
| Annual return | 20.02% | 25.55%-5.5pp | 24.88%-4.9pp | 35.59%-15.6pp |
| Employer contribution / active EE | $13,001 | $3,105+318.7% | $3,868+236.1% | $2,755+371.9% |
| Participant deferral / active EE | $1,080 | $3,869-72.1% | $5,057-78.6% | $4,296-74.9% |
| Admin fee / account holder | $15,176 | $6,566+131.1% | $8,355+81.6% | $6,918+119.4% |