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 | $70,604 | $59,805+18.1% | $79,550-11.2% | $68,494+3.1% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.5%+26.9pp | 67.9%+28.5pp |
| Annual return | 12.19% | -12.30%+24.5pp | 0.16%+12.0pp | -7.84%+20.0pp |
| Employer contribution / active EE | $3,500 | $1,505+132.6% | $2,413+45.0% | $2,596+34.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,133 | $4,835-14.5% | $6,832-39.5% | $5,403-23.5% |