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 | $162,053 | $95,762+69.2% | $379,746-57.3% | $79,858+102.9% |
| Participation rate | 95.8% | 74.0%+21.8pp | 78.4%+17.4pp | 69.6%+26.2pp |
| Annual return | 12.34% | 18.26%-5.9pp | 34.90%-22.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,958 | $2,695+46.8% | $3,540+11.8% | $2,471+60.2% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,009 | $6,745-55.4% | $7,927-62.0% | $5,306-43.3% |