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 | $82,450 | $62,586+31.7% | $76,768+7.4% | $64,186+28.5% |
| Participation rate | 87.2% | 72.8%+14.4pp | 77.0%+10.2pp | 69.6%+17.6pp |
| Annual return | -4.87% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,436 | $1,832+33.0% | $2,485-2.0% | $2,381+2.3% |
| Participant deferral / active EE | $858 | $3,145-72.7% | $3,852-77.7% | $3,470-75.3% |
| Admin fee / account holder | $4,748 | $4,667+1.7% | $6,675-28.9% | $4,888-2.9% |