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 | $120,678 | $72,277+67.0% | $101,248+19.2% | $79,858+51.1% |
| Participation rate | 95.2% | 68.5%+26.7pp | 75.8%+19.4pp | 69.6%+25.5pp |
| Annual return | 11.43% | 22.30%-10.9pp | 46.47%-35.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $6,474 | $2,692+140.5% | $3,660+76.9% | $2,471+162.0% |
| Participant deferral / active EE | $1,100 | $3,282-66.5% | $4,370-74.8% | $3,740-70.6% |
| Admin fee / account holder | $4,466 | $4,400+1.5% | $5,945-24.9% | $5,306-15.8% |