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 | $75,199 | $60,349+24.6% | $74,183+1.4% | $62,891+19.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 14.08% | 21.37%-7.3pp | 17.74%-3.7pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,545 | $1,680-8.1% | $2,370-34.8% | $2,281-32.3% |
| Participant deferral / active EE | $1,147 | $2,856-59.8% | $3,550-67.7% | $3,203-64.2% |
| Admin fee / account holder | $3,791 | $4,261-11.0% | $5,586-32.1% | $4,296-11.7% |