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 9-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 | $191,129 | $148,978+28.3% | $200,582-4.7% | $84,808+125.4% |
| Participation rate | 93.5% | 84.2%+9.3pp | 86.9%+6.7pp | 68.3%+25.2pp |
| Annual return | 18.57% | 28.16%-9.6pp | 42.33%-23.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $10,704 | $4,815+122.3% | $6,419+66.8% | $2,631+306.8% |
| Participant deferral / active EE | $2,183 | $7,142-69.4% | $9,331-76.6% | $4,212-48.2% |
| Admin fee / account holder | $18,364 | $13,977+31.4% | $16,305+12.6% | $7,344+150.1% |