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 | $111,784 | $109,359+2.2% | $162,163-31.1% | $72,985+53.2% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.6pp |
| Annual return | 23.15% | 25.46%-2.3pp | 115.59%-92.4pp | 81.00%-57.9pp |
| Employer contribution / active EE | $5,497 | $3,907+40.7% | $5,614-2.1% | $2,440+125.3% |
| Participant deferral / active EE | $2,000 | $5,481-63.5% | $7,298-72.6% | $3,607-44.5% |
| Admin fee / account holder | $2,433 | $7,972-69.5% | $10,843-77.6% | $5,124-52.5% |