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 | $56,105 | $99,341-43.5% | $84,750-33.8% | $273,961-79.5% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 2.21% | 22.93%-20.7pp | 22.78%-20.6pp | 41.45%-39.2pp |
| Employer contribution / active EE | $2,609 | $4,214-38.1% | $3,574-27.0% | $4,869-46.4% |
| Participant deferral / active EE | $687 | $4,269-83.9% | $3,712-81.5% | $5,287-87.0% |
| Admin fee / account holder | $8,030 | $6,644+20.9% | $5,332+50.6% | $10,132-20.7% |