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 | $59,856 | $45,035+32.9% | $62,995-5.0% | $70,131-14.7% |
| Participation rate | 94.0% | 69.5%+24.5pp | 74.8%+19.2pp | 69.5%+24.5pp |
| Annual return | 104.23% | 18.76%+85.5pp | 87.57%+16.7pp | 73.14%+31.1pp |
| Employer contribution / active EE | $3,040 | $2,051+48.2% | $2,759+10.2% | $2,342+29.8% |
| Participant deferral / active EE | $468 | $2,465-81.0% | $3,329-85.9% | $3,332-85.9% |
| Admin fee / account holder | $2,520 | $2,834-11.1% | $3,600-30.0% | $4,645-45.8% |