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 | $68,092 | $86,922-21.7% | $102,438-33.5% | $80,874-15.8% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.6%+30.5pp |
| Annual return | 10.56% | 18.90%-8.3pp | 29.37%-18.8pp | 35.62%-25.1pp |
| Employer contribution / active EE | $2,864 | $2,369+20.9% | $3,024-5.3% | $2,756+3.9% |
| Participant deferral / active EE | $1,350 | $4,119-67.2% | $5,054-73.3% | $4,297-68.6% |
| Admin fee / account holder | $15,516 | $8,050+92.7% | $9,448+64.2% | $6,935+123.7% |